WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $5.62B
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.75M
3
+$4.96M
4
CVX icon
Chevron
CVX
+$3.55M
5
CTVA icon
Corteva
CTVA
+$3.41M

Top Sells

1
+$7.6M
2
+$6.24M
3
+$6.01M
4
DD icon
DuPont de Nemours
DD
+$4.71M
5
OXY icon
Occidental Petroleum
OXY
+$4.63M

Sector Composition

1 Healthcare 15.02%
2 Technology 14.78%
3 Financials 13.93%
4 Industrials 11.4%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$496K 0.03%
14,238
+1,119
252
$491K 0.03%
14,089
-486
253
$490K 0.03%
5,242
-387
254
$490K 0.03%
6,757
+205
255
$489K 0.03%
5,970
-1,320
256
$488K 0.03%
5,287
-2,200
257
$485K 0.03%
5,515
-32
258
$484K 0.03%
3,240
-225
259
$482K 0.03%
4,733
-184
260
$467K 0.03%
2,371
-508
261
$464K 0.03%
12,152
+2,627
262
$450K 0.02%
10,979
-1,301
263
$447K 0.02%
4,588
-67
264
$443K 0.02%
2,898
-69
265
$437K 0.02%
15,190
+10
266
$434K 0.02%
4,967
267
$431K 0.02%
9,864
-185
268
$421K 0.02%
4,635
-290
269
$418K 0.02%
6,564
-1,426
270
$407K 0.02%
2,715
-35
271
$402K 0.02%
29,434
272
$395K 0.02%
6,952
+707
273
$391K 0.02%
+13,969
274
$387K 0.02%
1,439
275
$385K 0.02%
3,515
-408
9 10
11
12 13