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
$1.65B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.81M
3
+$3.53M
4
DORM icon
Dorman Products
DORM
+$3.36M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.14M

Top Sells

1
+$9.04M
2
+$3.62M
3
+$2.35M
4
SYNT
Syntel Inc
SYNT
+$2.31M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Healthcare 16.48%
2 Technology 13.63%
3 Financials 13.2%
4 Industrials 11.04%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1M 1.04%
329,840
+60,600
27
$16.5M 1%
381,514
+5,698
28
$16M 0.97%
255,129
+4,259
29
$16M 0.97%
215,615
-1,011
30
$16M 0.97%
356,681
+1,261
31
$15.8M 0.96%
162,414
+3,540
32
$14.4M 0.87%
197,327
-29
33
$14.3M 0.87%
155,199
-1,167
34
$14.2M 0.86%
211,375
+3,388
35
$13.6M 0.83%
167,291
-2,454
36
$13.5M 0.82%
86,058
+1,768
37
$13.4M 0.81%
71,075
-767
38
$13.2M 0.8%
85,805
-1,668
39
$13.1M 0.8%
284,238
-3,917
40
$12.8M 0.78%
185,191
+3,364
41
$12M 0.73%
47,645
+14,022
42
$11.9M 0.72%
261,959
-7,830
43
$11.6M 0.7%
115,932
-2,544
44
$11.5M 0.7%
186,860
+2,805
45
$11.2M 0.68%
43,422
+68
46
$11.1M 0.68%
189,405
-5,743
47
$10.9M 0.66%
124,756
+3,187
48
$10.7M 0.65%
257,451
-2,921
49
$10.5M 0.63%
200,014
-877
50
$10.4M 0.63%
152,702
-375
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2
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