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
401
$1.17M 0.02%
12,494
+73
402
$1.17M 0.02%
4,812
-29
403
$1.16M 0.02%
11,036
-7,695
404
$1.16M 0.02%
6,191
-12
405
$1.14M 0.02%
9,148
+7,578
406
$1.14M 0.02%
11,776
+29
407
$1.14M 0.02%
14,026
+4,611
408
$1.12M 0.02%
8,693
409
$1.12M 0.02%
3,554
+4
410
$1.12M 0.02%
18,491
+1,134
411
$1.12M 0.02%
37,686
412
$1.11M 0.02%
3,978
-1,091
413
$1.1M 0.02%
6,689
+2,662
414
$1.1M 0.02%
7,897
+2,526
415
$1.1M 0.02%
18,215
+6,626
416
$1.09M 0.02%
1,776
+574
417
$1.08M 0.02%
10,160
418
$1.07M 0.02%
16,263
-799
419
$1.06M 0.02%
+3,081
420
$1.04M 0.02%
2,147
+376
421
$1.02M 0.02%
14,035
+313
422
$1.01M 0.02%
16,349
-255
423
$1M 0.02%
62,500
424
$1,000K 0.02%
3,942
425
$999K 0.02%
11,002
+2,251
15 16
17
18 19