WIC

Wilkins Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 16.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.07M
3
+$1.32M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
FISV
Fiserv Inc
FISV
+$1.09M

Top Sells

1
+$2.78M
2
+$2.58M
3
+$1.23M
4
NVS icon
Novartis
NVS
+$1.12M
5
ADP icon
Automatic Data Processing
ADP
+$1M

Sector Composition

1 Technology 21.23%
2 Healthcare 16.94%
3 Industrials 12.81%
4 Materials 12.37%
5 Consumer Staples 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,800
127
– –
-350
128
– –
-476
129
– –
-3,805
2 3 4 5
6