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
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.28M
3
+$1.99M
4
PARA
Paramount Global Class B
PARA
+$1.41M
5
DD icon
DuPont de Nemours
DD
+$1.35M

Top Sells

1
+$5.15M
2
+$3.73M
3
+$3.5M
4
NKE icon
Nike
NKE
+$3.24M
5
AFAM
Almost Family Inc
AFAM
+$3.09M

Sector Composition

1 Healthcare 14.68%
2 Technology 13.91%
3 Financials 13.66%
4 Industrials 11.41%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$222K 0.01%
+1,014
327
$222K 0.01%
2,034
328
$221K 0.01%
+1,675
329
$218K 0.01%
+1,000
330
$216K 0.01%
21,240
331
$215K 0.01%
+922
332
$213K 0.01%
+2,794
333
$213K 0.01%
1,966
-41
334
$213K 0.01%
1,400
-200
335
$210K 0.01%
2,200
-175
336
$210K 0.01%
4,665
337
$207K 0.01%
+1,412
338
$206K 0.01%
+3,600
339
$206K 0.01%
2,634
-180
340
$202K 0.01%
5,143
-1,595
341
$202K 0.01%
+800
342
$201K 0.01%
3,527
343
$200K 0.01%
3,386
+37
344
$196K 0.01%
12,100
-1,000
345
$182K 0.01%
+25,036
346
$181K 0.01%
16,750
347
$178K 0.01%
14,100
348
$148K 0.01%
+16,647
349
$144K 0.01%
10,737
350
$142K 0.01%
2,100
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