WIC

Wilkins Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 16.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.07M
3
+$1.32M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
FISV
Fiserv Inc
FISV
+$1.09M

Top Sells

1
+$2.78M
2
+$2.58M
3
+$1.23M
4
NVS icon
Novartis
NVS
+$1.12M
5
ADP icon
Automatic Data Processing
ADP
+$1M

Sector Composition

1 Technology 21.23%
2 Healthcare 16.94%
3 Industrials 12.81%
4 Materials 12.37%
5 Consumer Staples 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.34%
66,027
+2,300
52
$2.31M 0.33%
2,335
-50
53
$2.24M 0.32%
2,878
-310
54
$2.22M 0.31%
6,246
55
$2.16M 0.31%
30,545
-1,875
56
$2.13M 0.3%
14,879
57
$2.11M 0.3%
4,145
58
$2.1M 0.3%
17,479
+20
59
$2.08M 0.29%
29,985
-2,587
60
$2M 0.28%
22,239
-688
61
$1.88M 0.27%
15,718
-544
62
$1.76M 0.25%
49,176
63
$1.69M 0.24%
18,600
-100
64
$1.67M 0.24%
17,056
-800
65
$1.61M 0.23%
4,378
66
$1.6M 0.23%
11,349
-1,600
67
$1.59M 0.22%
14,950
68
$1.52M 0.21%
4,325
69
$1.5M 0.21%
5,816
70
$1.49M 0.21%
3,841
-329
71
$1.42M 0.2%
5,562
72
$1.37M 0.19%
4,410
73
$1.25M 0.18%
15,725
-1,600
74
$1.2M 0.17%
3,366
-300
75
$1.16M 0.16%
7,925
-425
1 2
3
4 5