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
$444M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.33M
3 +$1.33M
4
FI icon
Fiserv
FI
+$1.09M
5
V icon
Visa
V
+$575K

Top Sells

1 +$2.81M
2 +$995K
3 +$896K
4
KO icon
Coca-Cola
KO
+$872K
5
HSY icon
Hershey
HSY
+$788K

Sector Composition

1 Technology 23.81%
2 Materials 14.77%
3 Healthcare 13.49%
4 Consumer Staples 12.29%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.05%
+2,900
77
$204K 0.05%
+2,800
78
$201K 0.05%
+1,500
79
-1,800
80
-6,629
81
-1,374
82
-1,200
83
-2,500