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
1376
$28.4K ﹤0.01%
+4,000
1377
$28.3K ﹤0.01%
+2,000
1378
$28.3K ﹤0.01%
+546
1379
$28.3K ﹤0.01%
+1,992
1380
$28.1K ﹤0.01%
+297
1381
$28K ﹤0.01%
+791
1382
$28K ﹤0.01%
+1,000
1383
$27.9K ﹤0.01%
+991
1384
$27.7K ﹤0.01%
+2,466
1385
$27.7K ﹤0.01%
+1,060
1386
$27.6K ﹤0.01%
+1,938
1387
$27.6K ﹤0.01%
+350
1388
$27.6K ﹤0.01%
+240
1389
$27.6K ﹤0.01%
+337
1390
$27.3K ﹤0.01%
+202
1391
$27.2K ﹤0.01%
+675
1392
$27.2K ﹤0.01%
+1,566
1393
$27.2K ﹤0.01%
+579
1394
$27.1K ﹤0.01%
+500
1395
$26.6K ﹤0.01%
+1,500
1396
$26.6K ﹤0.01%
+44
1397
$26.5K ﹤0.01%
+545
1398
$26.3K ﹤0.01%
+269
1399
$26.3K ﹤0.01%
+522
1400
$26.2K ﹤0.01%
+564