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
$370M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$1.64M
3 +$589K
4
CTVA icon
Corteva
CTVA
+$464K
5
AMT icon
American Tower
AMT
+$446K

Top Sells

1 +$1.36M
2 +$1.13M
3 +$679K
4
T icon
AT&T
T
+$633K
5
ADP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-31,950