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
$302M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$717K
2 +$682K
3 +$443K
4
CI icon
Cigna
CI
+$402K
5
CB icon
Chubb
CB
+$159K

Top Sells

1 +$1.66M
2 +$732K
3 +$235K
4
BMY icon
Bristol-Myers Squibb
BMY
+$233K
5
TXN icon
Texas Instruments
TXN
+$189K

Sector Composition

1 Healthcare 18.63%
2 Technology 18.62%
3 Consumer Staples 17.85%
4 Materials 10.9%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,700