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
$5.56B
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,183
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$19.4M
3
+$10.5M
4
SNRE
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
+$8.75M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.53M

Top Sells

1
+$44.6M
2
+$10.1M
3
+$9.18M
4
RDDT icon
Reddit
RDDT
+$6.16M
5
MASI icon
Masimo
MASI
+$5.84M

Sector Composition

1 Technology 16.8%
2 Healthcare 13.64%
3 Communication Services 9.84%
4 Financials 9%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.51M 0.03%
22,753
352
$1.51M 0.03%
11,441
-911
353
$1.5M 0.03%
753
-27
354
$1.5M 0.03%
27,654
-1,839
355
$1.48M 0.03%
14,778
+247
356
$1.47M 0.03%
90,589
-3,922
357
$1.46M 0.03%
6,631
-32
358
$1.44M 0.03%
6,425
-628
359
$1.43M 0.03%
6,790
-375
360
$1.42M 0.03%
26,125
-26,125
361
$1.42M 0.03%
+27,637
362
$1.41M 0.03%
6,928
+2,668
363
$1.4M 0.03%
3,121
-886
364
$1.38M 0.02%
11,727
+466
365
$1.38M 0.02%
19,495
366
$1.37M 0.02%
3,713
-858
367
$1.35M 0.02%
3,173
+259
368
$1.34M 0.02%
14,718
-56
369
$1.34M 0.02%
9,993
+865
370
$1.34M 0.02%
11,394
+505
371
$1.33M 0.02%
6,729
+101
372
$1.33M 0.02%
4,436
+406
373
$1.32M 0.02%
17,513
-25
374
$1.32M 0.02%
9,947
+9,907
375
$1.32M 0.02%
10,699
-5
13 14
15
16 17