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
1251
$49.2K ﹤0.01%
2,260
1252
$49.1K ﹤0.01%
13,025
1253
$48.6K ﹤0.01%
710
+19
1254
$48.5K ﹤0.01%
545
+3
1255
$48.4K ﹤0.01%
980
1256
$48.4K ﹤0.01%
1,727
-1,663
1257
$48.1K ﹤0.01%
647
-3,188
1258
$47.8K ﹤0.01%
224
-1,003
1259
$47.8K ﹤0.01%
4,000
1260
$47.7K ﹤0.01%
956
1261
$47.7K ﹤0.01%
950
1262
$47.6K ﹤0.01%
552
+57
1263
$47.6K ﹤0.01%
1,358
+913
1264
$47.5K ﹤0.01%
200
1265
$47.5K ﹤0.01%
2,097
+293
1266
$47.3K ﹤0.01%
256
-1
1267
$47.2K ﹤0.01%
9,393
1268
$47K ﹤0.01%
5,000
-12
1269
$46.6K ﹤0.01%
27
1270
$45.9K ﹤0.01%
+1,335
1271
$45.8K ﹤0.01%
254
+29
1272
$45.8K ﹤0.01%
595
1273
$45.7K ﹤0.01%
2,700
1274
$45.7K ﹤0.01%
219
-87
1275
$45.5K ﹤0.01%
901
+890
49 50
51
52 53