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
1201
$57.1K ﹤0.01%
1,680
1202
$57.1K ﹤0.01%
5,871
-233
1203
$57K ﹤0.01%
2,125
1204
$57K ﹤0.01%
4,750
1205
$57K ﹤0.01%
590
+50
1206
$56.9K ﹤0.01%
452
-150
1207
$56.7K ﹤0.01%
2,411
1208
$56.2K ﹤0.01%
751
-105
1209
$56.2K ﹤0.01%
514
1210
$56.2K ﹤0.01%
3,484
1211
$56.2K ﹤0.01%
5,050
1212
$55.9K ﹤0.01%
230
1213
$55.7K ﹤0.01%
734
+342
1214
$55.5K ﹤0.01%
2,532
-24
1215
$55K ﹤0.01%
3,174
1216
$54.4K ﹤0.01%
959
+640
1217
$54.2K ﹤0.01%
1,700
1218
$54K ﹤0.01%
1,699
1219
$53.9K ﹤0.01%
1,435
+1,364
1220
$53.9K ﹤0.01%
158
1221
$53.9K ﹤0.01%
429
+197
1222
$53.8K ﹤0.01%
3,414
1223
$53.5K ﹤0.01%
285
1224
$53.5K ﹤0.01%
4,500
-13,500
1225
$53.3K ﹤0.01%
345
-54
47 48
49
50 51