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
$5.57B
AUM Growth
+$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,092
New
Increased
Reduced
Closed

Top Buys

1 +$345M
2 +$271M
3 +$105M
4
PG icon
Procter & Gamble
PG
+$93.3M
5
MSFT icon
Microsoft
MSFT
+$63.1M

Top Sells

1 +$22.9M
2 +$4.85M
3 +$4.59M
4
KLAC icon
KLA
KLAC
+$4.58M
5
PSX icon
Phillips 66
PSX
+$4.09M

Sector Composition

1 Technology 16.04%
2 Healthcare 14.1%
3 Communication Services 10.09%
4 Financials 8.37%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$39.5K ﹤0.01%
+1,171
1277
$39.4K ﹤0.01%
+400
1278
$39.4K ﹤0.01%
+1,234
1279
$39.4K ﹤0.01%
+90
1280
$39.3K ﹤0.01%
+2,281
1281
$39.1K ﹤0.01%
+1,957
1282
$39.1K ﹤0.01%
+500
1283
$38.9K ﹤0.01%
+3,363
1284
$38.9K ﹤0.01%
+1,463
1285
$38.6K ﹤0.01%
+350
1286
$38.6K ﹤0.01%
+350
1287
$38.5K ﹤0.01%
+225
1288
$38.4K ﹤0.01%
+1,804
1289
$38.3K ﹤0.01%
+802
1290
$38.3K ﹤0.01%
+5,535
1291
$38.1K ﹤0.01%
+822
1292
$38K ﹤0.01%
+437
1293
$37.8K ﹤0.01%
+921
1294
$37.4K ﹤0.01%
+1,900
1295
$37.4K ﹤0.01%
+780
1296
$37.2K ﹤0.01%
+1,120
1297
$37.1K ﹤0.01%
+2,500
1298
$37K ﹤0.01%
+1,512
1299
$37K ﹤0.01%
+400
1300
$36.9K ﹤0.01%
+761