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
$409M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.62M
3
+$2.38M
4
ADSK icon
Autodesk
ADSK
+$993K
5
CHRW icon
C.H. Robinson
CHRW
+$821K

Top Sells

1
+$1.81M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$918K
5
SLB icon
SLB Ltd
SLB
+$708K

Sector Composition

1 Technology 23.39%
2 Consumer Staples 13.74%
3 Healthcare 13.64%
4 Materials 12.91%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.32%
9,728
-73
52
$1.25M 0.31%
8,240
53
$1.07M 0.26%
19,750
54
$1.04M 0.25%
6,354
-125
55
$981K 0.24%
5,800
56
$796K 0.19%
2,825
57
$605K 0.15%
31,950
58
$590K 0.14%
8,400
59
$587K 0.14%
2,100
60
$514K 0.13%
8,934
-2,074
61
$509K 0.12%
3,100
+1,780
62
$474K 0.12%
2,050
-450
63
$434K 0.11%
1,694
64
$415K 0.1%
6,117
65
$413K 0.1%
7,644
-17,000
66
$407K 0.1%
1,700
67
$402K 0.1%
4,121
68
$398K 0.1%
6,629
69
$383K 0.09%
1,800
70
$355K 0.09%
5,070
71
$305K 0.07%
3,010
72
$288K 0.07%
3,300
73
$286K 0.07%
3,500
74
$278K 0.07%
5,900
-1,500
75
$266K 0.07%
1,882
1 2
3
4