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
1476
$18.6K ﹤0.01%
+500
1477
$18.5K ﹤0.01%
+377
1478
$18.4K ﹤0.01%
+752
1479
$18.3K ﹤0.01%
+349
1480
$18.3K ﹤0.01%
+704
1481
$18.1K ﹤0.01%
+500
1482
$18.1K ﹤0.01%
+402
1483
$18.1K ﹤0.01%
+1,200
1484
$17.9K ﹤0.01%
+899
1485
$17.9K ﹤0.01%
+785
1486
$17.8K ﹤0.01%
+828
1487
$17.8K ﹤0.01%
+1,006
1488
$17.8K ﹤0.01%
+400
1489
$17.8K ﹤0.01%
+4,679
1490
$17.7K ﹤0.01%
+100
1491
$17.7K ﹤0.01%
+855
1492
$17.7K ﹤0.01%
+200
1493
$17.7K ﹤0.01%
+494
1494
$17.6K ﹤0.01%
+275
1495
$17.5K ﹤0.01%
+668
1496
$17.3K ﹤0.01%
+1,124
1497
$17.2K ﹤0.01%
+400
1498
$17.2K ﹤0.01%
+427
1499
$17.1K ﹤0.01%
+459
1500
$17K ﹤0.01%
+3,900