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
$453M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.94M
3
+$1.5M
4
MMM icon
3M
MMM
+$631K
5
ADSK icon
Autodesk
ADSK
+$516K

Top Sells

1
+$2.21M
2
+$1.49M
3
+$1.24M
4
SKLZ icon
Skillz
SKLZ
+$1.01M
5
FAST icon
Fastenal
FAST
+$987K

Sector Composition

1 Technology 24.86%
2 Materials 13.43%
3 Consumer Staples 13.22%
4 Healthcare 12.89%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.32%
24,330
-2,420
52
$1.43M 0.32%
8,240
53
$1.43M 0.32%
23,339
54
$1.26M 0.28%
25,000
55
$1.25M 0.27%
19,650
-100
56
$1.01M 0.22%
6,354
57
$950K 0.21%
2,825
58
$898K 0.2%
5,800
59
$740K 0.16%
2,100
60
$681K 0.15%
31,950
61
$580K 0.13%
8,400
62
$566K 0.12%
2,050
63
$533K 0.12%
3,200
+100
64
$515K 0.11%
1,694
65
$507K 0.11%
8,934
66
$506K 0.11%
1,700
67
$442K 0.1%
6,117
68
$432K 0.1%
4,121
69
$405K 0.09%
1,800
70
$401K 0.09%
6,629
71
$397K 0.09%
7,644
72
$367K 0.08%
5,070
73
$353K 0.08%
3,010
74
$334K 0.07%
1,882
75
$318K 0.07%
3,500
1 2
3
4