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
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.96M
3
+$1.81M
4
EBAY icon
eBay
EBAY
+$1.31M
5
MOS icon
The Mosaic Company
MOS
+$1.29M

Top Sells

1
+$2.1M
2
+$1.69M
3
+$1.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M
5
HSY icon
Hershey
HSY
+$1.45M

Sector Composition

1 Healthcare 13.93%
2 Technology 12.71%
3 Consumer Staples 11.07%
4 Industrials 10.99%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$467K 0.03%
7,150
277
$465K 0.03%
6,100
-50
278
$463K 0.03%
47,964
-1,398
279
$461K 0.03%
4,128
+1,138
280
$461K 0.03%
6,509
-2,248
281
$460K 0.03%
12,056
-521
282
$438K 0.02%
8,273
+2,748
283
$422K 0.02%
8,572
+300
284
$420K 0.02%
21,500
285
$419K 0.02%
31,434
+15,648
286
$408K 0.02%
9,273
+800
287
$404K 0.02%
21,400
288
$399K 0.02%
5,441
+200
289
$397K 0.02%
27,021
+496
290
$395K 0.02%
14,300
291
$391K 0.02%
8,600
292
$387K 0.02%
11,871
+662
293
$386K 0.02%
21,887
294
$383K 0.02%
10,008
295
$375K 0.02%
10,400
296
$372K 0.02%
12,350
297
$371K 0.02%
11,885
298
$369K 0.02%
6,816
+2,003
299
$368K 0.02%
4,642
300
$368K 0.02%
6,536
10 11
12
13 14