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
$671M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M
2 +$1.25M
3 +$989K
4
CPAY icon
Corpay
CPAY
+$859K
5
UPS icon
United Parcel Service
UPS
+$779K

Top Sells

1 +$3.32M
2 +$531K
3 +$413K
4
STT icon
State Street
STT
+$266K
5
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$240K

Sector Composition

1 Technology 22.29%
2 Healthcare 17.64%
3 Consumer Staples 12.49%
4 Materials 11.94%
5 Industrials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$96.9K 0.01%
13,500
127
-1,491
128
-3,739