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
$370M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.76M
3
+$665K
4
AMT icon
American Tower
AMT
+$495K
5
CTVA icon
Corteva
CTVA
+$480K

Top Sells

1
+$1.34M
2
+$1.12M
3
+$679K
4
T icon
AT&T
T
+$633K
5
ADP icon
Automatic Data Processing
ADP
+$439K

Sector Composition

1 Technology 25.56%
2 Healthcare 15.9%
3 Consumer Staples 12.73%
4 Materials 12.44%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,950
1 2 3
4