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
$685M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.94M
3
+$9.66M
4
NEM icon
Newmont
NEM
+$7.81M
5
INTC icon
Intel
INTC
+$7.52M

Top Sells

1
+$2.99M
2
+$286K
3
+$223K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$105K
5
AMZN icon
Amazon
AMZN
+$95.6K

Sector Composition

1 Technology 23.66%
2 Healthcare 17.06%
3 Consumer Staples 12.36%
4 Industrials 11.82%
5 Materials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 1.8%
180,650
+25,985
27
$11.5M 1.68%
27,410
+25,410
28
$9.66M 1.41%
107,240
+33,580
29
$9.25M 1.35%
53,124
+9,379
30
$9.1M 1.33%
68,136
+31,107
31
$8.66M 1.26%
20,590
+15,565
32
$8.22M 1.2%
17,243
+878
33
$8.16M 1.19%
51,040
+2,975
34
$7.29M 1.06%
36,895
+5,920
35
$7.13M 1.04%
257,051
+153,890
36
$7.06M 1.03%
60,694
+38,729
37
$7.04M 1.03%
20,320
+3,310
38
$6.95M 1.01%
91,230
+37,435
39
$6.18M 0.9%
96,050
+17,015
40
$5.92M 0.86%
+19,200
41
$5.84M 0.85%
30,005
+3,995
42
$4.96M 0.72%
24,782
+19,612
43
$4.77M 0.7%
19,393
+3,061
44
$4.14M 0.6%
24,153
+6,439
45
$3.99M 0.58%
57,070
+17,210
46
$3.78M 0.55%
75,646
+57,968
47
$3.3M 0.48%
+29,028
48
$3.07M 0.45%
+16,857
49
$2.88M 0.42%
22,590
+16,938
50
$2.79M 0.41%
17,073
+12,984
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