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
$409M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$7.4M
2 +$6.88M
3 +$2.27M
4
ADSK icon
Autodesk
ADSK
+$1.07M
5
CHRW icon
C.H. Robinson
CHRW
+$854K

Top Sells

1 +$1.84M
2 +$1.26M
3 +$1.25M
4
VZ icon
Verizon
VZ
+$940K
5
SLB icon
SLB Ltd
SLB
+$685K

Sector Composition

1 Technology 23.39%
2 Consumer Staples 13.74%
3 Healthcare 13.64%
4 Materials 12.91%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.05%
1,200
77
-300
78
-1,374