WIC
Wilkins Investment Counsel Portfolio holdings
AUM
$707M
This Quarter Return
+8.66%
1 Year Return
+15.06%
3 Year Return
+34.3%
5 Year Return
+75.47%
10 Year Return
+167.73%
AUM
$295M
AUM Growth
+$295M
(+8.3%)
Cap. Flow
+$1.71M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
76
New
2
Increased
24
Reduced
23
Closed
1
Top Buys
| 1 |
BP
BP
|
$962K |
| 2 |
ANSS
Ansys
ANSS
|
$701K |
| 3 |
F5
FFIV
|
$447K |
| 4 |
Charter Communications
CHTR
|
$337K |
| 5 |
Novartis
NVS
|
$309K |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$616K |
| 2 |
International Flavors & Fragrances
IFF
|
$430K |
| 3 |
AT&T
T
|
$162K |
| 4 |
General Mills
GIS
|
$136K |
| 5 |
Sysco
SYY
|
$117K |
Sector Composition
| 1 | Healthcare | 19.53% |
| 2 | Consumer Staples | 19.52% |
| 3 | Technology | 16.12% |
| 4 | Materials | 11.38% |
| 5 | Industrials | 10.29% |