WILKINS INVESTMENT Overview
Wilkins Investment Counsel Inc is an investment advisor that manages 421.7 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 03/31/23. The fund's latest filing disclosed 381MM in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/23. The fund's latest filing disclosed 381MM in positions, representing 90% of the manager's regulatory AUM.
WILKINS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WILKINS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MRK | 5.12% | Health | 2.09% | 0.12% | 0 | 35% | ||
| NEM | 4.29% | Materials | -13.67% | -0.56% | 0 | 17% | ||
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FEATURED IN
WILKINS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John P. Wilkins | Chairman, Director | July-2014 |
| Michael F. Charland | President, Director | July-2014 |
| Shane M. Garman | Vice President, Treasurer, Director Of Research, Chief Compliance Officer, Director | July-2014 |
WILKINS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WILKINS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear. With both equity and fixed income securities, we employ a fundamentally based strategy that focuses on rigorous primary research into security characteristics. With equity securities this research includes, but is not limited to, studying company fundamentals and financials, ability and depth of management, strength of board of directors and industry characteristics. We employ a long term strategy and pay particular attention to price and valuation at time of purchase. Fixed income purchases are focused on short to intermediate term high quality securities. We typically construct laddered bond portfolios with the intention to hold those securities to maturity to mitigate reinvestment risk.
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Investing in securities involves risk of loss that clients should be prepared to bear. With both equity and fixed income securities, we employ a fundamentally based strategy that focuses on rigorous primary research into security characteristics. With equity securities this research includes, but is not limited to, studying company fundamentals and financials, ability and depth of management, strength of board of directors and industry characteristics. We employ a long term strategy and pay particular attention to price and valuation at time of purchase. Fixed income purchases are focused on short to intermediate term high quality securities. We typically construct laddered bond portfolios with the intention to hold those securities to maturity to mitigate reinvestment risk.
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WILKINS INVESTMENT Portfolio Concentration
WILKINS INVESTMENT Location
160 FEDERAL ST., 17TH FLR
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
WILKINS INVESTMENT Contact Information
Phone Number: 617-951-9969
Fax Number: 617-951-0773
Website: http://www.wilkinsinvest.com
Fax Number: 617-951-0773
Website: http://www.wilkinsinvest.com
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