WIC
Wilkins Investment Counsel Portfolio holdings
AUM
$707M
1-Year Return
15.06%
This Quarter Return
+3.59%
1 Year Return
+15.06%
3 Year Return
+34.3%
5 Year Return
+75.47%
10 Year Return
+167.73%
AUM
$329M
AUM Growth
+$14.2M
(+4.5%)
Cap. Flow
+$3.94M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
36.03%
Holding
77
New
1
Increased
21
Reduced
26
Closed
3
Top Buys
| 1 |
Weyerhaeuser
WY
|
$2.29M |
| 2 |
Fastenal
FAST
|
$2.27M |
| 3 |
DuPont de Nemours
DD
|
$1.99M |
| 4 |
LOGM
LogMein, Inc.
LOGM
|
$1.71M |
| 5 |
General Mills
GIS
|
$432K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$1.89M |
| 2 |
Clorox
CLX
|
$1.04M |
| 3 |
AT&T
T
|
$564K |
| 4 |
3M
MMM
|
$428K |
| 5 |
SPLS
Staples Inc
SPLS
|
$403K |
Sector Composition
| 1 | Healthcare | 19.76% |
| 2 | Consumer Staples | 16.9% |
| 3 | Technology | 16.05% |
| 4 | Materials | 11.88% |
| 5 | Industrials | 11.47% |