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
51
$435K 0.2%
+12,600
52
$392K 0.18%
+14,100
53
$356K 0.17%
+7,240
54
$341K 0.16%
+7,095
55
$323K 0.15%
+5,522
56
$287K 0.13%
+2,898
57
$283K 0.13%
+4,800
58
$268K 0.12%
+10,785
59
$258K 0.12%
+5,777
60
$218K 0.1%
+5,270
61
$211K 0.1%
+2,600
1 2
3