WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $4.15B
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.28M
3
+$1.99M
4
PARA
Paramount Global Class B
PARA
+$1.41M
5
DD icon
DuPont de Nemours
DD
+$1.35M

Top Sells

1
+$5.15M
2
+$3.73M
3
+$3.5M
4
NKE icon
Nike
NKE
+$3.24M
5
AFAM
Almost Family Inc
AFAM
+$3.09M

Sector Composition

1 Healthcare 14.68%
2 Technology 13.91%
3 Financials 13.66%
4 Industrials 11.41%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$474K 0.03%
+20,730
252
$473K 0.03%
+4,341
253
$463K 0.03%
5,080
254
$463K 0.03%
5,692
-122
255
$446K 0.02%
17,285
256
$444K 0.02%
21,756
-4,855
257
$439K 0.02%
5,251
258
$439K 0.02%
6,797
+670
259
$438K 0.02%
4,042
260
$428K 0.02%
3,153
+120
261
$426K 0.02%
5,900
262
$422K 0.02%
10,294
+2,676
263
$414K 0.02%
7,787
+630
264
$409K 0.02%
+4,956
265
$402K 0.02%
1,649
+10
266
$401K 0.02%
2,783
+458
267
$394K 0.02%
5,697
+1,877
268
$386K 0.02%
2,828
269
$386K 0.02%
2,750
+100
270
$386K 0.02%
14,915
271
$383K 0.02%
30,333
272
$381K 0.02%
9,030
+2,930
273
$378K 0.02%
7,794
+276
274
$371K 0.02%
2,309
+175
275
$370K 0.02%
25,372
+2,888
9 10
11
12 13