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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.6M
3
+$8.58M
4
MMM icon
3M
MMM
+$7.59M
5
CB
CHUBB CORPORATION
CB
+$7.57M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.48%
2 Consumer Staples 20.31%
3 Technology 15.13%
4 Energy 10.35%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 2.18%
+127,475
27
$4.68M 2.17%
+156,175
28
$4.5M 2.09%
+62,550
29
$4.11M 1.91%
+57,405
30
$3.92M 1.82%
+146,468
31
$3.03M 1.41%
+49,102
32
$3.03M 1.41%
+55,535
33
$3.02M 1.4%
+49,970
34
$2.79M 1.3%
+25,120
35
$2.68M 1.24%
+36,600
36
$2.1M 0.97%
+11,488
37
$1.65M 0.77%
+23,995
38
$1.21M 0.56%
+30,150
39
$1.21M 0.56%
+20,498
40
$1.18M 0.55%
+22,390
41
$999K 0.46%
+41,900
42
$993K 0.46%
+19,732
43
$833K 0.39%
+7,040
44
$772K 0.36%
+15,482
45
$709K 0.33%
+22,930
46
$706K 0.33%
+10,463
47
$648K 0.3%
+8,400
48
$644K 0.3%
+31,950
49
$529K 0.25%
+8,289
50
$448K 0.21%
+22,000
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