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
$407M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.43M
3 +$963K
4
CERN
Cerner Corp
CERN
+$902K
5
WMB icon
Williams Companies
WMB
+$434K

Top Sells

1 +$611K
2 +$507K
3 +$247K
4
ACN icon
Accenture
ACN
+$177K
5
UPS icon
United Parcel Service
UPS
+$177K

Sector Composition

1 Technology 20.91%
2 Materials 14.32%
3 Consumer Staples 14.11%
4 Healthcare 14.03%
5 Industrials 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$227K 0.06%
+1,320
77
$212K 0.05%
+1,374