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
$298M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$311K
2 +$268K
3 +$253K
4
NSC icon
Norfolk Southern
NSC
+$214K
5
SLB icon
SLB Ltd
SLB
+$129K

Top Sells

1 +$860K
2 +$719K
3 +$330K
4
GIS icon
General Mills
GIS
+$203K
5
SYY icon
Sysco
SYY
+$196K

Sector Composition

1 Healthcare 19.11%
2 Consumer Staples 18.37%
3 Technology 17.72%
4 Materials 11.79%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,050
77
-28,360