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
$1.79B
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.96M
3
+$1.81M
4
EBAY icon
eBay
EBAY
+$1.31M
5
MOS icon
The Mosaic Company
MOS
+$1.29M

Top Sells

1
+$2.1M
2
+$1.69M
3
+$1.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M
5
HSY icon
Hershey
HSY
+$1.45M

Sector Composition

1 Healthcare 13.93%
2 Technology 12.71%
3 Consumer Staples 11.07%
4 Industrials 10.99%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.59%
100,429
-1,775
52
$9.89M 0.55%
132,442
-5,938
53
$9.66M 0.54%
207,504
+46,560
54
$9.42M 0.53%
171,040
+3,376
55
$9.39M 0.53%
679,004
+14,809
56
$8.95M 0.5%
125,579
+15,213
57
$8.85M 0.5%
132,437
+130
58
$8.84M 0.49%
170,201
-1,119
59
$8.77M 0.49%
124,639
-368
60
$8.75M 0.49%
175,014
+25,712
61
$8.46M 0.47%
145,118
-2,008
62
$8.42M 0.47%
44,760
-1,023
63
$8.28M 0.46%
356,141
+56,401
64
$8.14M 0.46%
315,438
-3,823
65
$7.88M 0.44%
297,352
-1,893
66
$7.76M 0.43%
87,739
-83
67
$7.69M 0.43%
78,358
-1,532
68
$7.57M 0.42%
95,632
+1,586
69
$7.56M 0.42%
69,640
+1,077
70
$7.38M 0.41%
99,776
+5,018
71
$6.99M 0.39%
172,298
-41,415
72
$6.71M 0.38%
177,331
-589
73
$6.34M 0.35%
139,649
-3,586
74
$6.29M 0.35%
162,688
-4,324
75
$6.28M 0.35%
78,397
+547
1 2
3
4 5