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
$273M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.16M
3
+$1.06M
4
SLB icon
SLB Ltd
SLB
+$840K
5
NTRS icon
Northern Trust
NTRS
+$712K

Top Sells

1
+$5.11M
2
+$3.77M
3
+$846K
4
BXP icon
Boston Properties
BXP
+$638K
5
CLX icon
Clorox
CLX
+$458K

Sector Composition

1 Consumer Staples 19.65%
2 Healthcare 18.89%
3 Technology 16.75%
4 Industrials 10.99%
5 Materials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,000
77
– –
-86,800
78
– –
-5,000
1 2 3
4