WIC

Wilkins Investment Counsel Portfolio holdings

AUM $707M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
-$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$734K
2 +$677K
3 +$480K
4
NEM icon
Newmont
NEM
+$328K
5
INTC icon
Intel
INTC
+$106K

Top Sells

1 +$2.09M
2 +$487K
3 +$442K
4
STT icon
State Street
STT
+$441K
5
SIAL
SIGMA - ALDRICH CORP
SIAL
+$356K

Sector Composition

1 Healthcare 20.51%
2 Consumer Staples 18.17%
3 Technology 15.2%
4 Industrials 9.56%
5 Materials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$226K 0.08%
2,200
77
-10,280
78
-5,000
79
-5,051
80
-3,000