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
$1.75B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.07M
3
+$6.02M
4
BMS
Bemis
BMS
+$5M
5
ASTE icon
Astec Industries
ASTE
+$4.59M

Top Sells

1
+$6.02M
2
+$5.19M
3
+$4.79M
4
EFX icon
Equifax
EFX
+$4.37M
5
BIG
Big Lots, Inc.
BIG
+$4.17M

Sector Composition

1 Healthcare 15.88%
2 Technology 12.84%
3 Financials 12.83%
4 Industrials 12.46%
5 Consumer Staples 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$55K ﹤0.01%
3,333
327
$7K ﹤0.01%
25
328
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-927
329
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-5,777
330
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-86,258
331
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-157,619
332
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-11,291
333
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-1,885
334
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-214,991
335
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-30,000
336
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-111,269
337
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-64,334
338
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-19,550
339
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-6,000
340
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-6,280
341
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-3,215
342
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343
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-9,600
344
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345
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-12,605
347
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-12,344
348
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-2,650
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