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
$295M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$962K
2 +$701K
3 +$447K
4
CHTR icon
Charter Communications
CHTR
+$337K
5
NVS icon
Novartis
NVS
+$309K

Top Sells

1 +$616K
2 +$430K
3 +$162K
4
GIS icon
General Mills
GIS
+$136K
5
SYY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,012