WIC
Wilkins Investment Counsel Portfolio holdings
AUM
$706M
1-Year Est. Return
8.36%
1 Year Est. Return
+8.36%
AUM
$707M
AUM Growth
+$8.65M
(+1.2%)
Holding
129
Top Buys
| 1 | +$3.48M | |
| 2 | +$2.12M | |
| 3 | +$1.38M | |
| 4 |
Fiserv
FI
|
+$1.03M |
| 5 |
UnitedHealth
UNH
|
+$892K |
Top Sells
| 1 | +$2.96M | |
| 2 | +$2.95M | |
| 3 | +$1.37M | |
| 4 |
Novartis
NVS
|
+$1.2M |
| 5 |
Automatic Data Processing
ADP
|
+$1M |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Healthcare | 16.94% |
| 3 | Industrials | 12.81% |
| 4 | Materials | 12.37% |
| 5 | Consumer Staples | 11.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Select Dividend ETF
DVY
$20.7B
| – | – |
-1,600
|
|
||
127
Dow Inc
DOW
$15.7B
| – | – |
-7,088
|
|
||
128
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
| – | – |
-2,850
|
|
||
129
C.H. Robinson
CHRW
$17.9B
| – | – |
-2,400
|
|