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
$685M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.94M
3
+$9.66M
4
NEM icon
Newmont
NEM
+$7.81M
5
INTC icon
Intel
INTC
+$7.52M

Top Sells

1
+$2.99M
2
+$286K
3
+$223K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$105K
5
AMZN icon
Amazon
AMZN
+$95.6K

Sector Composition

1 Technology 23.66%
2 Healthcare 17.06%
3 Consumer Staples 12.36%
4 Industrials 11.82%
5 Materials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.15%
4,025
+2,325
77
$1.02M 0.15%
+2,495
78
$1.01M 0.15%
+17,500
79
$971K 0.14%
13,790
-1,050
80
$969K 0.14%
+3,100
81
$967K 0.14%
+6,905
82
$899K 0.13%
3,189
+1,689
83
$873K 0.13%
3,252
+2,352
84
$799K 0.12%
13,284
+9,198
85
$784K 0.11%
4,345
-530
86
$735K 0.11%
+16,450
87
$729K 0.11%
+5,028
88
$713K 0.1%
5,830
+80
89
$655K 0.1%
+10,952
90
$620K 0.09%
4,072
+2,512
91
$574K 0.08%
+3,550
92
$573K 0.08%
1,096
-200
93
$565K 0.08%
+2,284
94
$563K 0.08%
+15,200
95
$552K 0.08%
+3,710
96
$521K 0.08%
1,500
-200
97
$507K 0.07%
8,747
+1,613
98
$498K 0.07%
5,145
+1,024
99
$484K 0.07%
5,360
100
$481K 0.07%
+1,888
2 3
4
5 6