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
1426
$23.5K ﹤0.01%
+329
1427
$23.4K ﹤0.01%
+1,800
1428
$23.4K ﹤0.01%
+794
1429
$23.3K ﹤0.01%
+2,000
1430
$23.3K ﹤0.01%
+620
1431
$23.3K ﹤0.01%
+5,000
1432
$23.3K ﹤0.01%
+348
1433
$23.1K ﹤0.01%
+664
1434
$22.8K ﹤0.01%
+1,100
1435
$22.8K ﹤0.01%
+423
1436
$22.7K ﹤0.01%
+525
1437
$22.6K ﹤0.01%
+216
1438
$22.2K ﹤0.01%
+437
1439
$22.2K ﹤0.01%
+850
1440
$22.1K ﹤0.01%
+111
1441
$22K ﹤0.01%
+400
1442
$21.9K ﹤0.01%
+117
1443
$21.8K ﹤0.01%
+865
1444
$21.8K ﹤0.01%
+215
1445
$21.8K ﹤0.01%
+356
1446
$21.7K ﹤0.01%
+390
1447
$21.6K ﹤0.01%
+713
1448
$21.6K ﹤0.01%
+180
1449
$21.6K ﹤0.01%
+2,099
1450
$21.3K ﹤0.01%
+296