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
$266M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$1.52M
3 +$1.32M
4
TRMB icon
Trimble
TRMB
+$279K
5
FEIC
FEI COMPANY
FEIC
+$213K

Top Sells

1 +$10.6M
2 +$6.06M
3 +$1.6M
4
NEM icon
Newmont
NEM
+$1.04M
5
COP icon
ConocoPhillips
COP
+$722K

Sector Composition

1 Healthcare 19.22%
2 Consumer Staples 18.96%
3 Technology 17.73%
4 Industrials 9.78%
5 Materials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.08%
+2,675
77
-43,649
78
-28,000
79
-86,531