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
526
$625K 0.01%
4,272
527
$619K 0.01%
6,219
-1,799
528
$614K 0.01%
5,057
+18
529
$613K 0.01%
2,922
+2,732
530
$611K 0.01%
6,472
+2,867
531
$611K 0.01%
5,548
-86
532
$609K 0.01%
358
-118
533
$609K 0.01%
8,220
-886
534
$607K 0.01%
2,168
+124
535
$601K 0.01%
10,704
-120
536
$599K 0.01%
31,050
-450
537
$598K 0.01%
20,783
538
$595K 0.01%
3,468
+2,414
539
$591K 0.01%
42,035
+8,216
540
$589K 0.01%
12,516
-147
541
$587K 0.01%
8,810
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542
$575K 0.01%
1,991
+1,283
543
$573K 0.01%
4,875
+8
544
$570K 0.01%
14,961
-152
545
$568K 0.01%
6,162
+425
546
$567K 0.01%
21,172
547
$567K 0.01%
9,367
+256
548
$565K 0.01%
9,998
+2,339
549
$565K 0.01%
6,103
+1,355
550
$559K 0.01%
7,519
20 21
22
23 24