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
1101
$81.3K ﹤0.01%
2,212
+183
1102
$81K ﹤0.01%
3,240
1103
$80.7K ﹤0.01%
791
+232
1104
$80.6K ﹤0.01%
430
-201
1105
$79.7K ﹤0.01%
+14,000
1106
$79K ﹤0.01%
7,843
1107
$78.8K ﹤0.01%
1,459
-155
1108
$78.7K ﹤0.01%
+2,582
1109
$78.6K ﹤0.01%
2,150
1110
$78.2K ﹤0.01%
1,278
-591
1111
$77.9K ﹤0.01%
1,184
1112
$77.4K ﹤0.01%
+2,076
1113
$77.1K ﹤0.01%
2,041
-71
1114
$76.9K ﹤0.01%
978
1115
$76.8K ﹤0.01%
2,000
1116
$76.5K ﹤0.01%
3,500
1117
$76.3K ﹤0.01%
1,450
+625
1118
$76.3K ﹤0.01%
1,577
1119
$75.7K ﹤0.01%
2,077
1120
$75.1K ﹤0.01%
700
1121
$75K ﹤0.01%
1,719
-100
1122
$74.8K ﹤0.01%
882
+47
1123
$74.7K ﹤0.01%
1,060
+41
1124
$74.3K ﹤0.01%
1,795
+980
1125
$74.1K ﹤0.01%
1,601
+1,022
43 44
45
46 47