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
601
$477K 0.01%
8,300
602
$477K 0.01%
6,280
603
$476K 0.01%
14,873
604
$476K 0.01%
6,354
-3,132
605
$475K 0.01%
18,210
606
$475K 0.01%
8,573
-1,172
607
$473K 0.01%
4,948
+166
608
$471K 0.01%
5,234
609
$471K 0.01%
5,545
-108
610
$467K 0.01%
3,608
-954
611
$466K 0.01%
4,555
-25
612
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18,000
613
$463K 0.01%
11,307
614
$460K 0.01%
4,308
615
$455K 0.01%
16,602
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616
$453K 0.01%
1,508
-184
617
$450K 0.01%
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$446K 0.01%
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$443K 0.01%
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-39
620
$442K 0.01%
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621
$440K 0.01%
16,917
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622
$434K 0.01%
905
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623
$430K 0.01%
1,775
+23
624
$427K 0.01%
5,325
+182
625
$420K 0.01%
21,100
23 24
25
26 27