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
$410M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.79M
3 +$1.28M
4
MMM icon
3M
MMM
+$1.25M
5
CHRW icon
C.H. Robinson
CHRW
+$1.2M

Top Sells

1 +$2.35M
2 +$1.34M
3 +$293K
4
REG icon
Regency Centers
REG
+$238K
5
TRMB icon
Trimble
TRMB
+$234K

Sector Composition

1 Technology 26.58%
2 Healthcare 15.98%
3 Materials 12.51%
4 Consumer Staples 11.83%
5 Industrials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$220K 0.05%
+1,560
77
$215K 0.05%
4,086
78
$203K 0.05%
+2,900
79
$84.2K 0.02%
13,500
-6,000
80
-4,000