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WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $4.2B
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
-$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$23M
3
+$10.8M
4
INTC icon
Intel
INTC
+$10.1M
5
DD icon
DuPont de Nemours
DD
+$8.32M

Top Sells

1
+$3.78M
2
+$3.05M
3
+$1.42M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$875K
5
TFC icon
Truist Financial
TFC
+$605K

Sector Composition

1 Technology 18.14%
2 Healthcare 15.93%
3 Financials 11.66%
4 Industrials 9.85%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-2,596
352
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-4,400
353
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-4,481
354
– –
-3,045
355
– –
-1,367
356
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-3,510
357
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-8,404
358
– –
-1,937
359
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-6,329
360
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-2,278
361
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-1,590
362
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-7,290
363
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-4,518
364
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-11,252
365
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-4,279
366
– –
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367
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-3,634
368
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369
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-2,700
370
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-13,150
371
$0 ﹤0.01%
10,500
11 12 13 14
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