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
376
$1.31M 0.02%
40,365
-804
377
$1.31M 0.02%
11,554
+150
378
$1.29M 0.02%
13,186
+475
379
$1.29M 0.02%
16,664
-680
380
$1.29M 0.02%
22,197
+1,366
381
$1.28M 0.02%
18,765
-450
382
$1.28M 0.02%
10,038
-494
383
$1.27M 0.02%
16,120
-856
384
$1.26M 0.02%
15,184
-1,391
385
$1.25M 0.02%
6,224
+921
386
$1.24M 0.02%
29,337
-610
387
$1.23M 0.02%
18,289
+1,072
388
$1.23M 0.02%
6,843
-415
389
$1.23M 0.02%
2,619
+53
390
$1.23M 0.02%
13,249
-80
391
$1.23M 0.02%
7,077
-792
392
$1.22M 0.02%
87,000
393
$1.21M 0.02%
5,822
-734
394
$1.21M 0.02%
1,695
-115
395
$1.2M 0.02%
3,716
-2,668
396
$1.2M 0.02%
41,552
397
$1.2M 0.02%
14,470
398
$1.19M 0.02%
37,808
-4,791
399
$1.18M 0.02%
7,790
-371
400
$1.18M 0.02%
6,827
+1,895
14 15
16
17 18