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
$409M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$5.62M
3 +$2.38M
4
ADSK icon
Autodesk
ADSK
+$993K
5
CHRW icon
C.H. Robinson
CHRW
+$821K

Top Sells

1 +$1.81M
2 +$1.26M
3 +$1.17M
4
VZ icon
Verizon
VZ
+$918K
5
SLB icon
SLB Ltd
SLB
+$708K

Sector Composition

1 Technology 23.39%
2 Consumer Staples 13.74%
3 Healthcare 13.64%
4 Materials 12.91%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.05%
1,200
77
-300
78
-1,374