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
$1.57B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.13M
3 +$1.21M
4
TFC icon
Truist Financial
TFC
+$915K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$833K

Top Sells

1 +$5.21M
2 +$3.55M
3 +$2.82M
4
HES
Hess
HES
+$1.97M
5
VFC icon
VF Corp
VFC
+$1.39M

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
-2,335