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
$315M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$947K
3 +$641K
4
GIS icon
General Mills
GIS
+$535K
5
FFIV icon
F5
FFIV
+$170K

Top Sells

1 +$445K
2 +$385K
3 +$355K
4
CL icon
Colgate-Palmolive
CL
+$226K
5
IBM icon
IBM
IBM
+$213K

Sector Composition

1 Healthcare 20.69%
2 Consumer Staples 17.91%
3 Technology 15.26%
4 Materials 11.36%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.07%
900