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
$453M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.85M
3
+$1.49M
4
MMM icon
3M
MMM
+$633K
5
MDT icon
Medtronic
MDT
+$541K

Top Sells

1
+$2.07M
2
+$1.57M
3
+$1.31M
4
ACN icon
Accenture
ACN
+$1.09M
5
FAST icon
Fastenal
FAST
+$908K

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
1 2 3
4