WIC

Wilkins Investment Counsel Portfolio holdings

AUM $706M
1-Year Est. Return 8.36%
This Quarter Est. Return
1 Year Est. Return
+8.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
-$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$731K
3 +$503K
4
GIS icon
General Mills
GIS
+$236K
5
NEM icon
Newmont
NEM
+$199K

Top Sells

1 +$9.58M
2 +$424K
3 +$334K
4
DIS icon
Walt Disney
DIS
+$332K
5
STT icon
State Street
STT
+$325K

Sector Composition

1 Healthcare 20.25%
2 Consumer Staples 18.36%
3 Technology 15.33%
4 Materials 11.59%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,473
77
-153,685