WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $4.26B
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$2.07M
3 +$1.28M
4
TFC icon
Truist Financial
TFC
+$898K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$819K

Top Sells

1 +$4.89M
2 +$3.69M
3 +$2.82M
4
HES
Hess
HES
+$1.97M
5
VFC icon
VF Corp
VFC
+$1.42M

Sector Composition

1 Healthcare 17.51%
2 Consumer Staples 11.84%
3 Industrials 11.83%
4 Technology 11.72%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-17,400