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
1401
$28.5K ﹤0.01%
1,509
1402
$28.5K ﹤0.01%
935
+517
1403
$28.4K ﹤0.01%
689
1404
$28.1K ﹤0.01%
307
+22
1405
$28.1K ﹤0.01%
1,168
-2
1406
$28K ﹤0.01%
206
1407
$28K ﹤0.01%
90
+13
1408
$27.9K ﹤0.01%
203
1409
$27.9K ﹤0.01%
852
1410
$27.9K ﹤0.01%
879
-1
1411
$27.9K ﹤0.01%
1,100
1412
$27.9K ﹤0.01%
3,264
-362
1413
$27.9K ﹤0.01%
291
-25
1414
$27.8K ﹤0.01%
323
1415
$27.8K ﹤0.01%
4,000
1416
$27.6K ﹤0.01%
88
-2,050
1417
$27.5K ﹤0.01%
1,000
1418
$27.2K ﹤0.01%
4,700
1419
$27.2K ﹤0.01%
337
1420
$27.1K ﹤0.01%
+400
1421
$27.1K ﹤0.01%
2,106
-2,853
1422
$27K ﹤0.01%
202
1423
$26.9K ﹤0.01%
155
-179
1424
$26.8K ﹤0.01%
345
-9
1425
$26.8K ﹤0.01%
44
55 56
57
58 59