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
$314M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$934K
3 +$687K
4
RHT
Red Hat Inc
RHT
+$557K
5
NEM icon
Newmont
NEM
+$480K

Top Sells

1 +$90.4K
2 +$66.7K
3 +$52.8K
4
ACN icon
Accenture
ACN
+$42.6K
5
CL icon
Colgate-Palmolive
CL
+$39.8K

Sector Composition

1 Healthcare 18.46%
2 Technology 18.08%
3 Consumer Staples 17.72%
4 Materials 10.88%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$234K 0.07%
1,115
77
$209K 0.07%
2,840
-895