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
$274M
AUM Growth
-$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$638K
2 +$474K
3 +$212K
4
WMB icon
Williams Companies
WMB
+$185K
5
SLB icon
SLB Ltd
SLB
+$69.5K

Top Sells

1 +$2.41M
2 +$1.07M
3 +$740K
4
IFF icon
International Flavors & Fragrances
IFF
+$234K
5
NSC icon
Norfolk Southern
NSC
+$226K

Sector Composition

1 Healthcare 19.84%
2 Consumer Staples 17.7%
3 Technology 15.44%
4 Materials 9.82%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.08%
+3,600
77
-2,200