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
$261M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1M
3 +$583K
4
SLB icon
SLB Ltd
SLB
+$581K
5
EMR icon
Emerson Electric
EMR
+$441K

Top Sells

1 +$337K
2 +$301K
3 +$227K
4
DIS icon
Walt Disney
DIS
+$215K
5
WMB icon
Williams Companies
WMB
+$207K

Sector Composition

1 Healthcare 19.1%
2 Consumer Staples 18.88%
3 Technology 16.14%
4 Industrials 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.09%
3,000
77
-3,600
78
-9,585