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
$329M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$2.15M
3 +$1.89M
4
LOGM
LogMein, Inc.
LOGM
+$1.75M
5
GIS icon
General Mills
GIS
+$458K

Top Sells

1 +$1.89M
2 +$1.06M
3 +$541K
4
MMM icon
3M
MMM
+$423K
5
SPLS
Staples Inc
SPLS
+$403K

Sector Composition

1 Healthcare 19.76%
2 Consumer Staples 16.9%
3 Technology 16.05%
4 Materials 11.88%
5 Industrials 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-23,361
77
-40,000