WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $4.26B
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.07M
3
+$1.28M
4
TFC icon
Truist Financial
TFC
+$898K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$819K

Top Sells

1
+$4.89M
2
+$3.69M
3
+$2.82M
4
HES
Hess
HES
+$1.97M
5
VFC icon
VF Corp
VFC
+$1.42M

Sector Composition

1 Healthcare 17.51%
2 Consumer Staples 11.84%
3 Industrials 11.83%
4 Technology 11.72%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K ﹤0.01%
1,605
327
$2K ﹤0.01%
30,000
328
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-6,779
329
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-37,414
330
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-10,552
331
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-2,484
332
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-5,966
333
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334
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-1,974
335
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336
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337
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-5,846
338
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-69,905
339
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-4,375
340
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-19,806
341
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-15,600
342
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343
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344
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349
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-17,400
350
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-2,375
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