WIC
Wilkins Investment Counsel Portfolio holdings
AUM
$707M
1-Year Return
15.06%
This Quarter Return
-2.8%
1 Year Return
+15.06%
3 Year Return
+34.3%
5 Year Return
+75.47%
10 Year Return
+167.73%
AUM
$370M
AUM Growth
-$13M
(-3.4%)
Cap. Flow
+$340K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
77
New
4
Increased
25
Reduced
36
Closed
4
Top Buys
| 1 |
Illumina
ILMN
|
$2.13M |
| 2 |
International Flavors & Fragrances
IFF
|
$1.64M |
| 3 |
Fortinet
FTNT
|
$589K |
| 4 |
Corteva
CTVA
|
$464K |
| 5 |
American Tower
AMT
|
$446K |
Top Sells
| 1 |
Trimble
TRMB
|
$1.36M |
| 2 |
Schlumberger
SLB
|
$1.13M |
| 3 |
UBA
Urstadt Biddle Properties Inc. Class A
UBA
|
$679K |
| 4 |
AT&T
T
|
$633K |
| 5 |
Automatic Data Processing
ADP
|
$433K |
Sector Composition
| 1 | Technology | 25.56% |
| 2 | Healthcare | 15.9% |
| 3 | Consumer Staples | 12.73% |
| 4 | Materials | 12.44% |
| 5 | Industrials | 11.2% |