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
$1.78B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.64M
3
+$4.42M
4
WT icon
WisdomTree
WT
+$3.72M
5
SM icon
SM Energy
SM
+$2.32M

Top Sells

1
+$3.52M
2
+$2.92M
3
+$2.92M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.91M
5
XOM icon
Exxon Mobil
XOM
+$1.84M

Sector Composition

1 Healthcare 13.47%
2 Technology 12.46%
3 Industrials 11.24%
4 Consumer Staples 11.14%
5 Energy 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$222K 0.01%
+5,643
352
$221K 0.01%
2,436
-421
353
$221K 0.01%
5,525
-4,567
354
$220K 0.01%
10,490
+825
355
$218K 0.01%
6,588
-813
356
$217K 0.01%
6,802
-2,170
357
$216K 0.01%
2,419
+269
358
$215K 0.01%
4,622
359
$214K 0.01%
7,248
360
$213K 0.01%
+4,625
361
$211K 0.01%
3,828
+100
362
$210K 0.01%
+8,066
363
$208K 0.01%
813
-62
364
$202K 0.01%
16,100
365
$202K 0.01%
5,710
-201
366
$201K 0.01%
+9,850
367
$195K 0.01%
15,786
368
$194K 0.01%
16,301
+1,000
369
$183K 0.01%
6,667
370
$164K 0.01%
11,771
371
$157K 0.01%
18,550
372
$153K 0.01%
32,600
+400
373
$142K 0.01%
11,291
374
$127K 0.01%
10,526
375
– –
0
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15
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