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
1351
$31.2K ﹤0.01%
+2,184
1352
$31.1K ﹤0.01%
+1,340
1353
$31.1K ﹤0.01%
+687
1354
$31K ﹤0.01%
+323
1355
$30.9K ﹤0.01%
+1,000
1356
$30.9K ﹤0.01%
+363
1357
$30.6K ﹤0.01%
+437
1358
$30.5K ﹤0.01%
+1,200
1359
$30.3K ﹤0.01%
+1,170
1360
$30.3K ﹤0.01%
+203
1361
$29.8K ﹤0.01%
+448
1362
$29.8K ﹤0.01%
+1,000
1363
$29.8K ﹤0.01%
+201
1364
$29.5K ﹤0.01%
+2,184
1365
$29.4K ﹤0.01%
+270
1366
$29.1K ﹤0.01%
+500
1367
$29K ﹤0.01%
+500
1368
$29K ﹤0.01%
+561
1369
$28.9K ﹤0.01%
+368
1370
$28.8K ﹤0.01%
+535
1371
$28.7K ﹤0.01%
+852
1372
$28.6K ﹤0.01%
+6,883
1373
$28.5K ﹤0.01%
+689
1374
$28.5K ﹤0.01%
+255
1375
$28.5K ﹤0.01%
+383