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
1401
$26.2K ﹤0.01%
+285
1402
$26.1K ﹤0.01%
+316
1403
$26K ﹤0.01%
+147
1404
$25.9K ﹤0.01%
+880
1405
$25.8K ﹤0.01%
+172
1406
$25.8K ﹤0.01%
+586
1407
$25.8K ﹤0.01%
+121
1408
$25.4K ﹤0.01%
+600
1409
$25.4K ﹤0.01%
+206
1410
$25.3K ﹤0.01%
+232
1411
$25.1K ﹤0.01%
+8
1412
$25K ﹤0.01%
+325
1413
$25K ﹤0.01%
+5,986
1414
$25K ﹤0.01%
+47
1415
$24.7K ﹤0.01%
+196
1416
$24.6K ﹤0.01%
+224
1417
$24.6K ﹤0.01%
+566
1418
$24.5K ﹤0.01%
+4,700
1419
$24.2K ﹤0.01%
+3,132
1420
$24.1K ﹤0.01%
+500
1421
$24K ﹤0.01%
+225
1422
$24K ﹤0.01%
+1,794
1423
$23.7K ﹤0.01%
+1,500
1424
$23.7K ﹤0.01%
+464
1425
$23.6K ﹤0.01%
+650