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
1226
$53.3K ﹤0.01%
1,994
1227
$53.1K ﹤0.01%
479
+45
1228
$52.9K ﹤0.01%
1,718
-40
1229
$52.8K ﹤0.01%
+1,367
1230
$52.7K ﹤0.01%
2,256
1231
$52.7K ﹤0.01%
291
1232
$52.2K ﹤0.01%
147
-15
1233
$52.2K ﹤0.01%
879
1234
$52K ﹤0.01%
361
-77
1235
$51.5K ﹤0.01%
4,862
+4,597
1236
$50.8K ﹤0.01%
400
1237
$50.7K ﹤0.01%
1,259
-1,276
1238
$50.7K ﹤0.01%
747
-574
1239
$50.6K ﹤0.01%
509
+141
1240
$50.5K ﹤0.01%
2,731
-2,731
1241
$50.5K ﹤0.01%
481
1242
$50.4K ﹤0.01%
2,165
-24
1243
$50.4K ﹤0.01%
12,526
-12,317
1244
$50.1K ﹤0.01%
536
1245
$49.9K ﹤0.01%
6,666
+6,366
1246
$49.7K ﹤0.01%
+300
1247
$49.7K ﹤0.01%
1,650
-2,750
1248
$49.6K ﹤0.01%
320
+1
1249
$49.4K ﹤0.01%
900
1250
$49.3K ﹤0.01%
+979
48 49
50
51 52