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
476
$759K 0.01%
4,257
+123
477
$747K 0.01%
4,292
-7
478
$745K 0.01%
4,793
479
$744K 0.01%
19,970
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480
$741K 0.01%
7,047
481
$740K 0.01%
5,401
-335
482
$736K 0.01%
2,901
-91
483
$733K 0.01%
5,130
-299
484
$729K 0.01%
1,227
-673
485
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4,079
+17
486
$721K 0.01%
6,181
-496
487
$721K 0.01%
25,613
-5,976
488
$720K 0.01%
18,810
-3,315
489
$720K 0.01%
31,722
490
$719K 0.01%
4,658
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491
$715K 0.01%
564
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23,940
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493
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2,901
494
$703K 0.01%
15,652
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495
$702K 0.01%
14,669
496
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6,858
497
$693K 0.01%
6,559
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498
$692K 0.01%
21,427
-30,000
499
$692K 0.01%
2,077
+1,584
500
$691K 0.01%
2,686
+8
18 19
20
21 22