WIC

Wilkins Investment Counsel Portfolio holdings

AUM $707M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$4.1M
2 +$3.94M
3 +$1.5M
4
MMM icon
3M
MMM
+$631K
5
ADSK icon
Autodesk
ADSK
+$516K

Top Sells

1 +$2.21M
2 +$1.49M
3 +$1.24M
4
SKLZ icon
Skillz
SKLZ
+$1.01M
5
FAST icon
Fastenal
FAST
+$987K

Sector Composition

1 Technology 24.86%
2 Materials 13.43%
3 Consumer Staples 13.22%
4 Healthcare 12.89%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$308K 0.07%
5,900
77
$288K 0.06%
3,300
78
$234K 0.05%
+2,500
79
$229K 0.05%
+1,374
80
$226K 0.05%
1,200