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
$1.79B
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.96M
3
+$1.81M
4
EBAY icon
eBay
EBAY
+$1.31M
5
MOS icon
The Mosaic Company
MOS
+$1.29M

Top Sells

1
+$2.1M
2
+$1.69M
3
+$1.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M
5
HSY icon
Hershey
HSY
+$1.45M

Sector Composition

1 Healthcare 13.93%
2 Technology 12.71%
3 Consumer Staples 11.07%
4 Industrials 10.99%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.74M 0.27%
53,218
-3,710
102
$4.71M 0.26%
83,449
-1,083
103
$4.67M 0.26%
59,260
-557
104
$4.62M 0.26%
58,958
-675
105
$4.5M 0.25%
109,999
-8,110
106
$4.41M 0.25%
35,274
-353
107
$4.36M 0.24%
100,101
+396
108
$4.34M 0.24%
46,522
-257
109
$4.31M 0.24%
40,186
-567
110
$4.29M 0.24%
90,588
-890
111
$4.28M 0.24%
44,008
-3,044
112
$4.28M 0.24%
73,719
-712
113
$4.26M 0.24%
85,916
+1,463
114
$4.1M 0.23%
41,782
+1,906
115
$4.07M 0.23%
46,286
-766
116
$4.07M 0.23%
148,982
-531
117
$4.03M 0.23%
76,393
-5,205
118
$4.02M 0.23%
103,995
-6,950
119
$3.97M 0.22%
475,868
+42,952
120
$3.89M 0.22%
26,310
-60
121
$3.89M 0.22%
157,772
-5,130
122
$3.85M 0.22%
180,612
-4,148
123
$3.83M 0.21%
85,130
-1,716
124
$3.81M 0.21%
56,130
+2,459
125
$3.79M 0.21%
64,345
+2,570
3 4
5
6 7