WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $4.26B
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.05M
3
+$4.04M
4
EMR icon
Emerson Electric
EMR
+$3.87M
5
XOM icon
Exxon Mobil
XOM
+$2.42M

Top Sells

1
+$6.98M
2
+$6.88M
3
+$3.75M
4
CVX icon
Chevron
CVX
+$3.59M
5
CASY icon
Casey's General Stores
CASY
+$3.3M

Sector Composition

1 Healthcare 15.4%
2 Technology 13.18%
3 Industrials 11.66%
4 Consumer Staples 11.09%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-14,136
377
– –
-3,300
378
– –
-4,079
379
– –
-3,820
12 13 14 15
16