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
$381M
AUM Growth
+$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$820K
3 +$787K
4
TECH icon
Bio-Techne
TECH
+$454K
5
WY icon
Weyerhaeuser
WY
+$359K

Top Sells

1 +$1.08M
2 +$834K
3 +$522K
4
SLB icon
SLB Ltd
SLB
+$479K
5
HSY icon
Hershey
HSY
+$417K

Sector Composition

1 Technology 23.78%
2 Healthcare 15.27%
3 Consumer Staples 14.07%
4 Materials 13.31%
5 Industrials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,410