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
$410M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.79M
3
+$1.28M
4
MMM icon
3M
MMM
+$1.25M
5
CHRW icon
C.H. Robinson
CHRW
+$1.2M

Top Sells

1
+$2.35M
2
+$1.34M
3
+$293K
4
REG icon
Regency Centers
REG
+$238K
5
TRMB icon
Trimble
TRMB
+$234K

Sector Composition

1 Technology 26.58%
2 Healthcare 15.98%
3 Materials 12.51%
4 Consumer Staples 11.83%
5 Industrials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.28%
14,840
+2,390
52
$1.12M 0.27%
25,483
-25
53
$893K 0.22%
17,678
+40
54
$879K 0.21%
5,170
-328
55
$741K 0.18%
4,875
+1,200
56
$713K 0.17%
+2,000
57
$656K 0.16%
5,652
-115
58
$616K 0.15%
+1,296
59
$570K 0.14%
978
-22
60
$570K 0.14%
9,670
-30
61
$544K 0.13%
4,089
-89
62
$530K 0.13%
1,700
63
$519K 0.13%
5,750
-382
64
$511K 0.12%
1,868
65
$445K 0.11%
+1,500
66
$428K 0.1%
+1,850
67
$402K 0.1%
1,700
68
$400K 0.1%
4,121
69
$391K 0.1%
7,134
70
$333K 0.08%
2,235
-25
71
$307K 0.07%
+750
72
$286K 0.07%
3,559
73
$274K 0.07%
2,600
-300
74
$265K 0.06%
+5,360
75
$236K 0.06%
900
1 2
3
4