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
$295M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$867K
2 +$683K
3 +$422K
4
CHTR icon
Charter Communications
CHTR
+$317K
5
SLB icon
SLB Ltd
SLB
+$291K

Top Sells

1 +$616K
2 +$421K
3 +$148K
4
GIS icon
General Mills
GIS
+$121K
5
SYY icon
Sysco
SYY
+$111K

Sector Composition

1 Healthcare 19.53%
2 Consumer Staples 19.52%
3 Technology 16.12%
4 Materials 11.38%
5 Industrials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,012