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
$1.65B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$4.81M
3 +$3.53M
4
DORM icon
Dorman Products
DORM
+$3.36M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.14M

Top Sells

1 +$9.04M
2 +$3.62M
3 +$2.35M
4
SYNT
Syntel Inc
SYNT
+$2.31M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Healthcare 16.48%
2 Technology 13.63%
3 Financials 13.2%
4 Industrials 11.04%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$257K 0.02%
1,400
302
$249K 0.02%
19,815
303
$248K 0.02%
+6,950
304
$240K 0.01%
970
305
$240K 0.01%
4,500
-255
306
$240K 0.01%
4,607
-100
307
$238K 0.01%
1,596
+1
308
$236K 0.01%
4,924
+36
309
$231K 0.01%
3,160
-3
310
$230K 0.01%
7,500
311
$224K 0.01%
918
+18
312
$223K 0.01%
4,796
313
$223K 0.01%
100,000
314
$221K 0.01%
3,663
+313
315
$219K 0.01%
21,240
316
$212K 0.01%
3,939
-561
317
$202K 0.01%
+1,868
318
$202K 0.01%
3,600
319
$201K 0.01%
669
+45
320
$201K 0.01%
1,672
+9
321
$182K 0.01%
17,533
+783
322
$171K 0.01%
14,100
323
$171K 0.01%
+12,952
324
$170K 0.01%
12,100
325
$170K 0.01%
11,700
-1,500