WIC
Wilkins Investment Counsel Portfolio holdings
AUM
$707M
This Quarter Return
+0.95%
1 Year Return
+15.06%
3 Year Return
+34.3%
5 Year Return
+75.47%
10 Year Return
+167.73%
AUM
$315M
AUM Growth
+$315M
(+0.79%)
Cap. Flow
+$979K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
35.52%
Holding
76
New
1
Increased
12
Reduced
30
Closed
–
Top Buys
| 1 |
LOGM
LogMein, Inc.
LOGM
|
$1.37M |
| 2 |
Fastenal
FAST
|
$918K |
| 3 |
Schlumberger
SLB
|
$589K |
| 4 |
General Mills
GIS
|
$519K |
| 5 |
F5
FFIV
|
$165K |
Top Sells
| 1 |
International Flavors & Fragrances
IFF
|
$443K |
| 2 |
3M
MMM
|
$401K |
| 3 |
AT&T
T
|
$344K |
| 4 |
Colgate-Palmolive
CL
|
$226K |
| 5 |
IBM
IBM
|
$208K |
Sector Composition
| 1 | Healthcare | 20.69% |
| 2 | Consumer Staples | 17.91% |
| 3 | Technology | 15.26% |
| 4 | Materials | 11.36% |
| 5 | Industrials | 11.09% |