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
551
$556K 0.01%
926
+7
552
$552K 0.01%
7,386
-114
553
$550K 0.01%
25,009
-19,555
554
$549K 0.01%
+13,145
555
$549K 0.01%
40,386
+1,149
556
$548K 0.01%
2,110
557
$545K 0.01%
2,643
+1,594
558
$544K 0.01%
3,743
+989
559
$542K 0.01%
5,126
-82
560
$542K 0.01%
11,250
561
$541K 0.01%
1,893
+163
562
$539K 0.01%
16,990
-2
563
$537K 0.01%
10,800
564
$536K 0.01%
5,873
+15
565
$535K 0.01%
84,370
566
$534K 0.01%
+11,331
567
$534K 0.01%
15,440
568
$533K 0.01%
+18,254
569
$533K 0.01%
19,506
+13,734
570
$531K 0.01%
5,873
+143
571
$530K 0.01%
24,829
+42
572
$527K 0.01%
1,901
-119
573
$526K 0.01%
5,595
+4,789
574
$525K 0.01%
4,400
575
$524K 0.01%
8,402
-2
21 22
23
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