WIC

Wilkins Investment Counsel Portfolio holdings

AUM $698M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
-$663K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.35M
3
+$1.3M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.24M
5
WY icon
Weyerhaeuser
WY
+$565K

Top Sells

1
+$5.71M
2
+$2.88M
3
+$1.61M
4
ANSS
Ansys
ANSS
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.47M

Sector Composition

1 Technology 19.18%
2 Healthcare 18.27%
3 Materials 13.51%
4 Industrials 12.34%
5 Consumer Staples 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.33%
14,954
+75
52
$2.26M 0.32%
29,985
53
$2.2M 0.31%
26,900
-8,550
54
$2.17M 0.31%
2,842
-36
55
$2.16M 0.31%
2,335
56
$2.11M 0.3%
6,186
-60
57
$2.06M 0.29%
15,118
-600
58
$2.05M 0.29%
21,625
-614
59
$2.03M 0.29%
18,600
60
$2.03M 0.29%
30,545
61
$1.94M 0.27%
15,704
-1,775
62
$1.87M 0.27%
4,095
-50
63
$1.84M 0.26%
66,027
64
$1.84M 0.26%
3,851
+10
65
$1.8M 0.25%
11,299
-50
66
$1.74M 0.25%
4,295
-83
67
$1.74M 0.25%
5,776
-40
68
$1.74M 0.25%
16,856
-200
69
$1.73M 0.25%
14,950
70
$1.67M 0.24%
5,562
71
$1.55M 0.22%
49,176
72
$1.38M 0.2%
4,335
-75
73
$1.33M 0.19%
7,925
74
$1.29M 0.18%
15,725
75
$1.23M 0.17%
34,600
1 2
3
4 5