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
$274M
AUM Growth
-$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$612K
2 +$448K
3 +$207K
4
NEM icon
Newmont
NEM
+$199K
5
SLB icon
SLB Ltd
SLB
+$66.4K

Top Sells

1 +$2.34M
2 +$1.04M
3 +$743K
4
NSC icon
Norfolk Southern
NSC
+$226K
5
IFF icon
International Flavors & Fragrances
IFF
+$221K

Sector Composition

1 Healthcare 19.84%
2 Consumer Staples 17.7%
3 Technology 15.44%
4 Materials 9.82%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.08%
+3,600
77
-2,200