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
$1.55B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$32.6M
3 +$28.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$26.5M
5
PEP icon
PepsiCo
PEP
+$25.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.58%
2 Technology 12.49%
3 Consumer Staples 12.09%
4 Industrials 10.57%
5 Energy 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$61K ﹤0.01%
+440
377
$59K ﹤0.01%
+369,000
378
$56K ﹤0.01%
+10,000
379
$54K ﹤0.01%
+897
380
0
381
$38K ﹤0.01%
+1,000
382
$23K ﹤0.01%
+30,000