WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $5.62B
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.22M
3
+$4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.5M
5
AGN
Allergan plc
AGN
+$2.11M

Top Sells

1
+$8.21M
2
+$7.73M
3
+$5.65M
4
IBM icon
IBM
IBM
+$4.96M
5
HP icon
Helmerich & Payne
HP
+$4.53M

Sector Composition

1 Healthcare 16.47%
2 Technology 12.72%
3 Industrials 12.06%
4 Consumer Staples 10.44%
5 Financials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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367
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