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 09/30/16. The fund's latest filing disclosed 298MM in positions, representing 71% of the manager's regulatory AUM.

WILKINS INVESTMENT StockAlpha

+1.8%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILKINS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NEM 4.41% Materials -14.53% -0.81% 0 12%
MRK 4.32% Health -2.05% 0.12% 0 27%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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.

Item 9 ...
Get the Full Report

WILKINS INVESTMENT Portfolio Concentration

WILKINS INVESTMENT Location

160 FEDERAL ST., 17TH FLR
BOSTON, Massachusetts
UNITED STATES, 02110

WILKINS INVESTMENT Contact Information

Phone Number: 617-951-9969
Fax Number: 617-951-0773
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B