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
$1.65B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.81M
3
+$3.53M
4
DORM icon
Dorman Products
DORM
+$3.36M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.14M

Top Sells

1
+$9.04M
2
+$3.62M
3
+$2.35M
4
SYNT
Syntel Inc
SYNT
+$2.31M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Healthcare 16.48%
2 Technology 13.63%
3 Financials 13.2%
4 Industrials 11.04%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.63%
95,966
-889
52
$10.3M 0.62%
57,836
-172
53
$9.78M 0.59%
208,355
-2,016
54
$9.35M 0.57%
54,429
-129
55
$9.24M 0.56%
46,951
-811
56
$9.19M 0.56%
132,070
-4,298
57
$9.08M 0.55%
105,772
+2,262
58
$8.97M 0.54%
75,193
-684
59
$8.86M 0.54%
82,380
+10,445
60
$8.81M 0.54%
79,385
-417
61
$8.71M 0.53%
199,338
-2,676
62
$8.57M 0.52%
87,569
+181
63
$8.55M 0.52%
65,344
-264
64
$8.5M 0.52%
286,528
-22,976
65
$8.41M 0.51%
73,840
+84
66
$8.37M 0.51%
149,973
-1,670
67
$8.29M 0.5%
283,852
-2,079
68
$8.21M 0.5%
133,327
+289
69
$8.11M 0.49%
107,960
+4,060
70
$8.07M 0.49%
88,912
+248
71
$7.97M 0.48%
44,824
-1,540
72
$7.67M 0.47%
117,683
+2,036
73
$7.47M 0.45%
111,526
-9,124
74
$7.45M 0.45%
263,913
+17,367
75
$7.35M 0.45%
204,354
+2,217
1 2
3
4 5