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
101
$470K 0.07%
+3,630
102
$468K 0.07%
1,850
103
$432K 0.06%
+1,100
104
$414K 0.06%
+10,620
105
$410K 0.06%
+7,566
106
$394K 0.06%
+750
107
$387K 0.06%
5,400
+2,500
108
$381K 0.06%
+1,855
109
$346K 0.05%
+790
110
$335K 0.05%
+5,800
111
$313K 0.05%
+1,250
112
$301K 0.04%
2,400
-200
113
$294K 0.04%
+16,711
114
$285K 0.04%
+7,650
115
$278K 0.04%
+500
116
$272K 0.04%
+3,000
117
$272K 0.04%
+597
118
$254K 0.04%
+2,700
119
$252K 0.04%
+4,327
120
$244K 0.04%
550
-200
121
$240K 0.04%
+3,739
122
$235K 0.03%
+1,911
123
$228K 0.03%
+535
124
$225K 0.03%
+750
125
$225K 0.03%
+1,491
2 3 4
5
6