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
76
$7.34M 0.45%
111,676
-1,520
77
$7.23M 0.44%
35,393
+478
78
$7.18M 0.44%
106,956
+1,856
79
$7.17M 0.44%
114,695
-11,628
80
$7.14M 0.43%
222,295
+1,571
81
$7.13M 0.43%
124,403
+6,159
82
$7.1M 0.43%
109,075
-1,059
83
$7.08M 0.43%
47,368
+847
84
$7.04M 0.43%
48,878
-19
85
$7M 0.42%
134,681
-8,417
86
$6.99M 0.42%
140,975
-432
87
$6.98M 0.42%
103,835
+4,816
88
$6.88M 0.42%
158,312
-2,612
89
$6.7M 0.41%
61,555
+3,822
90
$6.52M 0.4%
204,385
+3,540
91
$6.45M 0.39%
151,208
-391
92
$6.26M 0.38%
290,425
-1,972
93
$6.16M 0.37%
75,806
+1,507
94
$6.15M 0.37%
44,475
+278
95
$6.1M 0.37%
156,218
+1,371
96
$6.01M 0.36%
138,344
-397
97
$6.01M 0.36%
131,419
-17,643
98
$6M 0.36%
111,652
+29,138
99
$5.92M 0.36%
106,074
+8,123
100
$5.85M 0.36%
118,846
+1,286