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
$315M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$918K
3 +$589K
4
GIS icon
General Mills
GIS
+$519K
5
FFIV icon
F5
FFIV
+$165K

Top Sells

1 +$443K
2 +$401K
3 +$344K
4
CL icon
Colgate-Palmolive
CL
+$226K
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.07%
900