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
1476
$22.2K ﹤0.01%
275
-393
1477
$22.1K ﹤0.01%
898
+78
1478
$22.1K ﹤0.01%
4,679
1479
$21.9K ﹤0.01%
500
1480
$21.7K ﹤0.01%
146
1481
$21.7K ﹤0.01%
215
1482
$21.4K ﹤0.01%
6,000
+1,400
1483
$21.3K ﹤0.01%
225
-235
1484
$21.3K ﹤0.01%
713
1485
$21.2K ﹤0.01%
2,000
1486
$21.1K ﹤0.01%
1,175
-600
1487
$21.1K ﹤0.01%
566
1488
$21K ﹤0.01%
2,100
1489
$21K ﹤0.01%
1,500
1490
$20.9K ﹤0.01%
180
1491
$20.8K ﹤0.01%
456
1492
$20.7K ﹤0.01%
1,934
1493
$20.7K ﹤0.01%
353
-3
1494
$20.6K ﹤0.01%
808
-1,362
1495
$20.5K ﹤0.01%
220
1496
$20.5K ﹤0.01%
3,132
1497
$20.4K ﹤0.01%
437
1498
$20.2K ﹤0.01%
1,000
1499
$20.2K ﹤0.01%
94
-4
1500
$20.2K ﹤0.01%
+130
58 59
60
61 62