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
$723M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$3.43M
3 +$1.37M
4
CPAY icon
Corpay
CPAY
+$1.22M
5
IQV icon
IQVIA
IQV
+$634K

Top Sells

1 +$8.03M
2 +$6.61M
3 +$1.59M
4
UNH icon
UnitedHealth
UNH
+$1.46M
5
ILMN icon
Illumina
ILMN
+$948K

Sector Composition

1 Technology 22.12%
2 Healthcare 17.11%
3 Materials 12.78%
4 Consumer Staples 12.35%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-535
127
-2,870
128
-18,037