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
$273M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.1M
3 +$1.01M
4
SLB icon
SLB Ltd
SLB
+$881K
5
NTRS icon
Northern Trust
NTRS
+$741K

Top Sells

1 +$5.11M
2 +$3.91M
3 +$897K
4
BXP icon
Boston Properties
BXP
+$638K
5
CLX icon
Clorox
CLX
+$454K

Sector Composition

1 Consumer Staples 19.65%
2 Healthcare 18.89%
3 Technology 16.75%
4 Industrials 10.99%
5 Materials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,000
77
-86,800
78
-5,000