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
$692M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$898K
3 +$893K
4
DE icon
Deere & Co
DE
+$725K
5
DIS icon
Walt Disney
DIS
+$647K

Top Sells

1 +$4.17M
2 +$2.31M
3 +$2.07M
4
TRMB icon
Trimble
TRMB
+$982K
5
FAST icon
Fastenal
FAST
+$856K

Sector Composition

1 Technology 23.19%
2 Healthcare 17.04%
3 Consumer Staples 12.16%
4 Industrials 12.08%
5 Materials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$213K 0.03%
+1,625
127
$209K 0.03%
+3,350
128
$204K 0.03%
2,700
129
-751
130
-555