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
$1.65B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.81M
3
+$3.53M
4
DORM icon
Dorman Products
DORM
+$3.36M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.14M

Top Sells

1
+$9.04M
2
+$3.62M
3
+$2.35M
4
SYNT
Syntel Inc
SYNT
+$2.31M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Healthcare 16.48%
2 Technology 13.63%
3 Financials 13.2%
4 Industrials 11.04%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.35M 0.2%
97,466
-1,800
127
$3.31M 0.2%
69,897
-204
128
$3.14M 0.19%
87,019
+10
129
$3.13M 0.19%
63,446
-3,752
130
$2.95M 0.18%
67,304
+4,514
131
$2.89M 0.18%
95,764
-9,467
132
$2.85M 0.17%
31,525
-2,782
133
$2.78M 0.17%
61,528
+1,877
134
$2.72M 0.17%
23,268
-1,732
135
$2.7M 0.16%
45,247
-580
136
$2.67M 0.16%
10,712
+730
137
$2.58M 0.16%
34,600
-250
138
$2.54M 0.15%
15,716
+259
139
$2.48M 0.15%
47,560
+620
140
$2.47M 0.15%
79,599
+21
141
$2.42M 0.15%
85,230
+2,424
142
$2.41M 0.15%
15,075
+205
143
$2.4M 0.15%
35,881
-1,697
144
$2.28M 0.14%
17,380
+983
145
$2.24M 0.14%
61,649
-23,568
146
$2.24M 0.14%
15,222
147
$2.22M 0.13%
37,268
-783
148
$2.18M 0.13%
63,654
+11,910
149
$2.11M 0.13%
94,533
-12,242
150
$2.04M 0.12%
16,071
-56
4 5
6
7 8