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
1176
$61.7K ﹤0.01%
468
1177
$61.5K ﹤0.01%
764
-30
1178
$61.2K ﹤0.01%
1,483
1179
$61K ﹤0.01%
427
1180
$60.9K ﹤0.01%
1,264
-12
1181
$60.9K ﹤0.01%
6,528
-3,717
1182
$60.8K ﹤0.01%
781
-24
1183
$60.7K ﹤0.01%
5,352
1184
$60.4K ﹤0.01%
321
-155
1185
$60.4K ﹤0.01%
4,200
1186
$60K ﹤0.01%
672
1187
$60K ﹤0.01%
5,122
-271
1188
$59.7K ﹤0.01%
1,788
-36
1189
$59.5K ﹤0.01%
1,348
+684
1190
$59.4K ﹤0.01%
596
1191
$59.4K ﹤0.01%
1,366
1192
$59.3K ﹤0.01%
1,500
1193
$59.1K ﹤0.01%
2,500
1194
$59K ﹤0.01%
207
-8
1195
$58.6K ﹤0.01%
1,000
1196
$58.3K ﹤0.01%
1,825
1197
$58.1K ﹤0.01%
100,000
1198
$57.9K ﹤0.01%
1,670
+273
1199
$57.8K ﹤0.01%
1,261
+137
1200
$57.1K ﹤0.01%
4,397
-825
46 47
48
49 50