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
$314M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$940K
3 +$613K
4
RHT
Red Hat Inc
RHT
+$503K
5
SYY icon
Sysco
SYY
+$482K

Top Sells

1 +$102K
2 +$65.9K
3 +$57.4K
4
ACN icon
Accenture
ACN
+$42K
5
ADP icon
Automatic Data Processing
ADP
+$38K

Sector Composition

1 Healthcare 18.46%
2 Technology 18.08%
3 Consumer Staples 17.72%
4 Materials 10.88%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$234K 0.07%
1,115
77
$209K 0.07%
2,840
-895