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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
$2.56B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.39M
3
+$2.62M
4
BLK icon
Blackrock
BLK
+$2.47M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.36M

Top Sells

1
+$6.99M
2
+$6.27M
3
+$5.1M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$4.72M
5
MSFT icon
Microsoft
MSFT
+$4.21M

Sector Composition

1 Technology 17.98%
2 Healthcare 11.03%
3 Financials 8.69%
4 Consumer Staples 6.91%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K ﹤0.01%
4,563
352
$36K ﹤0.01%
10,000
353
$16K ﹤0.01%
1,925
354
– –
-3,039
355
– –
-2,631
356
– –
-250
357
– –
-3,706
358
– –
-2,061
359
– –
-2,989
360
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-3,216
361
– –
-850
362
– –
-16,341
363
– –
-1,800
364
– –
-2,197
365
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-2,208
366
– –
-1,317
367
– –
-1,040
368
– –
-1,100
369
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-2,406
370
– –
-3,723
371
– –
-2,026
372
– –
-2,212
373
– –
-1,530
374
– –
-6,672
375
– –
-75,997
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