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
$381M
AUM Growth
+$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$886K
3 +$682K
4
TECH icon
Bio-Techne
TECH
+$472K
5
WY icon
Weyerhaeuser
WY
+$376K

Top Sells

1 +$1.08M
2 +$847K
3 +$531K
4
SLB icon
SLB Ltd
SLB
+$518K
5
HSY icon
Hershey
HSY
+$385K

Sector Composition

1 Technology 23.78%
2 Healthcare 15.27%
3 Consumer Staples 14.07%
4 Materials 13.31%
5 Industrials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,410