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
$5.57B
AUM Growth
+$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,092
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$271M
3
+$105M
4
PG icon
Procter & Gamble
PG
+$93.3M
5
MSFT icon
Microsoft
MSFT
+$63.1M

Top Sells

1
+$22.9M
2
+$4.85M
3
+$4.59M
4
KLAC icon
KLA
KLAC
+$4.58M
5
PSX icon
Phillips 66
PSX
+$4.09M

Sector Composition

1 Technology 16.04%
2 Healthcare 14.1%
3 Communication Services 10.09%
4 Financials 8.37%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$58.3K ﹤0.01%
+980
1177
$58K ﹤0.01%
+880
1178
$57.9K ﹤0.01%
+559
1179
$57.2K ﹤0.01%
+4,200
1180
$57K ﹤0.01%
+434
1181
$56.9K ﹤0.01%
+2,556
1182
$56.6K ﹤0.01%
+215
1183
$56.3K ﹤0.01%
+438
1184
$56.2K ﹤0.01%
+2,411
1185
$55.7K ﹤0.01%
+13,025
1186
$55.4K ﹤0.01%
+672
1187
$55.1K ﹤0.01%
+3,166
1188
$54.9K ﹤0.01%
+5,393
1189
$54.8K ﹤0.01%
+341
1190
$54.6K ﹤0.01%
+1,397
1191
$54.6K ﹤0.01%
+190
1192
$54.5K ﹤0.01%
+1,994
1193
$54.2K ﹤0.01%
+495
1194
$54.1K ﹤0.01%
+2,256
1195
$54K ﹤0.01%
+1,700
1196
$53.6K ﹤0.01%
+1,708
1197
$53.6K ﹤0.01%
+1,276
1198
$53.4K ﹤0.01%
+875
1199
$53.3K ﹤0.01%
+668
1200
$53.2K ﹤0.01%
+162
46 47
48
49 50