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
$283M
AUM Growth
-$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$689K
3
+$469K
4
NEM icon
Newmont
NEM
+$353K
5
INTC icon
Intel
INTC
+$114K

Top Sells

1
+$2.03M
2
+$458K
3
+$449K
4
DE icon
Deere & Co
DE
+$442K
5
SIAL
SIGMA - ALDRICH CORP
SIAL
+$355K

Sector Composition

1 Healthcare 20.51%
2 Consumer Staples 18.17%
3 Technology 15.2%
4 Industrials 9.56%
5 Materials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.08%
2,200
77
– –
-10,280
78
– –
-5,000
79
– –
-5,051
80
– –
-3,000
1 2 3
4