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
1051
$96.2K ﹤0.01%
249
1052
$96K ﹤0.01%
1,240
-86
1053
$95.6K ﹤0.01%
6,758
1054
$95.5K ﹤0.01%
2,724
-288
1055
$95.2K ﹤0.01%
2,175
1056
$94.7K ﹤0.01%
3,172
1057
$93.9K ﹤0.01%
2,165
+2,125
1058
$93.8K ﹤0.01%
2,800
+650
1059
$93.7K ﹤0.01%
1,231
+45
1060
$93.7K ﹤0.01%
500
1061
$93K ﹤0.01%
5,080
-612
1062
$92.8K ﹤0.01%
3,000
1063
$91.7K ﹤0.01%
1,655
-894
1064
$91.6K ﹤0.01%
+2,299
1065
$91.5K ﹤0.01%
3,500
1066
$91.4K ﹤0.01%
2,875
1067
$91.2K ﹤0.01%
1,645
-25
1068
$91.1K ﹤0.01%
1,350
1069
$90.9K ﹤0.01%
3,923
-9
1070
$90.9K ﹤0.01%
3,835
-136
1071
$90.6K ﹤0.01%
396
-274
1072
$90.4K ﹤0.01%
18,000
1073
$90.2K ﹤0.01%
1,000
-600
1074
$89.9K ﹤0.01%
4,049
+1,244
1075
$89.8K ﹤0.01%
2,500
41 42
43
44 45