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
$410M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.43M
3
+$1.19M
4
CHRW icon
C.H. Robinson
CHRW
+$1.16M
5
MMM icon
3M
MMM
+$1.1M

Top Sells

1
+$2.31M
2
+$1.19M
3
+$273K
4
REG icon
Regency Centers
REG
+$238K
5
TRMB icon
Trimble
TRMB
+$209K

Sector Composition

1 Technology 26.58%
2 Healthcare 15.98%
3 Materials 12.51%
4 Consumer Staples 11.83%
5 Industrials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.05%
+1,560
77
$215K 0.05%
4,086
78
$203K 0.05%
+2,900
79
$84.2K 0.02%
13,500
-6,000
80
– –
-4,000
1 2 3
4