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
$377M
AUM Growth
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$346K
3 +$262K
4
MDT icon
Medtronic
MDT
+$262K
5
TXN icon
Texas Instruments
TXN
+$196K

Top Sells

1 +$7.4M
2 +$3.81M
3 +$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$694K
5
CTVA icon
Corteva
CTVA
+$566K

Sector Composition

1 Technology 22.91%
2 Healthcare 15.59%
3 Consumer Staples 14.11%
4 Materials 13.82%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,500
77
-4,800
78
-40,740
79
-44,740