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
1451
$21.3K ﹤0.01%
+1,040
1452
$21.2K ﹤0.01%
+192
1453
$21.2K ﹤0.01%
+508
1454
$21.1K ﹤0.01%
+456
1455
$20.8K ﹤0.01%
+3,804
1456
$20.8K ﹤0.01%
+1,000
1457
$20.6K ﹤0.01%
+820
1458
$20.4K ﹤0.01%
+968
1459
$20.4K ﹤0.01%
+600
1460
$20.4K ﹤0.01%
+185
1461
$20.3K ﹤0.01%
+220
1462
$20.3K ﹤0.01%
+319
1463
$20.3K ﹤0.01%
+804
1464
$20.2K ﹤0.01%
+146
1465
$20.1K ﹤0.01%
+129
1466
$20.1K ﹤0.01%
+60
1467
$20K ﹤0.01%
+123
1468
$19.7K ﹤0.01%
+175
1469
$19.7K ﹤0.01%
+342
1470
$19.7K ﹤0.01%
+984
1471
$19.5K ﹤0.01%
+243
1472
$19.5K ﹤0.01%
+1,296
1473
$19.2K ﹤0.01%
+39
1474
$19K ﹤0.01%
+3,248
1475
$18.6K ﹤0.01%
+453