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
$1.56B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$4.3M
3
+$2.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.88M

Top Sells

1
+$6.01M
2
+$4.01M
3
+$3.58M
4
AMGN icon
Amgen
AMGN
+$2.9M
5
BAX icon
Baxter International
BAX
+$2.07M

Sector Composition

1 Healthcare 16.98%
2 Technology 12.73%
3 Industrials 11.56%
4 Consumer Staples 10.99%
5 Financials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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364
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-57,050
365
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366
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-45,455
367
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