WIC

Wilkins Investment Counsel Portfolio holdings

AUM $698M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
-$663K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.35M
3
+$1.3M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.24M
5
WY icon
Weyerhaeuser
WY
+$565K

Top Sells

1
+$5.71M
2
+$2.88M
3
+$1.61M
4
ANSS
Ansys
ANSS
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.47M

Sector Composition

1 Technology 19.18%
2 Healthcare 18.27%
3 Materials 13.51%
4 Industrials 12.34%
5 Consumer Staples 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.17%
3,231
-135
77
$1.1M 0.16%
4,523
-50
78
$1.09M 0.15%
5,845
79
$999K 0.14%
1,499
80
$995K 0.14%
4,220
81
$942K 0.13%
6,800
82
$935K 0.13%
13,145
+550
83
$922K 0.13%
3,034
-105
84
$871K 0.12%
19,809
85
$795K 0.11%
16,450
86
$788K 0.11%
6,335
87
$765K 0.11%
2,215
-645
88
$762K 0.11%
2,642
89
$754K 0.11%
3,433
90
$678K 0.1%
2,602
91
$647K 0.09%
2,300
92
$642K 0.09%
3,850
93
$640K 0.09%
5,169
+300
94
$611K 0.09%
3,040
-210
95
$598K 0.08%
3,013
96
$570K 0.08%
20,175
+700
97
$555K 0.08%
975
98
$524K 0.07%
1,100
99
$483K 0.07%
5,100
-300
100
$459K 0.07%
1,325
-75
1 2 3
4
5