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
1151
$68.3K ﹤0.01%
6,961
1152
$68.1K ﹤0.01%
1,063
-282
1153
$67.7K ﹤0.01%
+1,168
1154
$67.3K ﹤0.01%
2,170
1155
$67.2K ﹤0.01%
+1,027
1156
$67.2K ﹤0.01%
2,098
-55
1157
$67K ﹤0.01%
933
+550
1158
$66.8K ﹤0.01%
2,459
1159
$66.6K ﹤0.01%
1,215
1160
$66.5K ﹤0.01%
2,400
1161
$66K ﹤0.01%
523
+487
1162
$65.8K ﹤0.01%
1,431
-906
1163
$65.8K ﹤0.01%
+156
1164
$65.4K ﹤0.01%
8
+3
1165
$65.4K ﹤0.01%
979
1166
$65.2K ﹤0.01%
+3,124
1167
$64.8K ﹤0.01%
+2,167
1168
$64.6K ﹤0.01%
294
1169
$64.5K ﹤0.01%
1,541
+75
1170
$64.3K ﹤0.01%
966
-43
1171
$63.8K ﹤0.01%
3,572
-17,944
1172
$62.4K ﹤0.01%
+1,960
1173
$61.9K ﹤0.01%
783
-170
1174
$61.8K ﹤0.01%
1,283
-4
1175
$61.7K ﹤0.01%
+1,926
45 46
47
48 49