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
$316M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.54M
3 +$1.41M
4
CB icon
Chubb
CB
+$590K
5
GIS icon
General Mills
GIS
+$488K

Top Sells

1 +$2.66M
2 +$1.88M
3 +$1.13M
4
NGG icon
National Grid
NGG
+$809K
5
STT icon
State Street
STT
+$808K

Sector Composition

1 Technology 18.82%
2 Consumer Staples 16.74%
3 Healthcare 16.15%
4 Materials 11.68%
5 Industrials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,328