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
51
$2.53M 0.37%
16,514
+5,624
52
$2.48M 0.36%
+10,912
53
$2.38M 0.35%
11,172
+4,872
54
$2.34M 0.34%
14,815
+12,580
55
$2.23M 0.33%
2,864
+1,886
56
$2.2M 0.32%
8,435
-30
57
$2.12M 0.31%
34,638
+24,968
58
$2.11M 0.31%
33,040
+8,325
59
$2.11M 0.31%
48,616
+23,133
60
$2.04M 0.3%
+2,791
61
$2.04M 0.3%
26,350
+7,950
62
$1.87M 0.27%
6,702
-800
63
$1.51M 0.22%
4,350
64
$1.47M 0.21%
+15,570
65
$1.41M 0.21%
+2,850
66
$1.33M 0.19%
+3,458
67
$1.24M 0.18%
5,105
+3,237
68
$1.21M 0.18%
+7,800
69
$1.17M 0.17%
+3,234
70
$1.16M 0.17%
+20,275
71
$1.16M 0.17%
+4,000
72
$1.13M 0.17%
+11,606
73
$1.11M 0.16%
+3,035
74
$1.07M 0.16%
+6,050
75
$1.07M 0.16%
+25,459
1 2
3
4 5