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
126
$214K 0.03%
+751
127
$87.6K 0.01%
13,500
128
-3,559
129
-19,643