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
1501
$20K ﹤0.01%
+952
1502
$20K ﹤0.01%
224
1503
$19.8K ﹤0.01%
474
+21
1504
$19.8K ﹤0.01%
828
1505
$19.8K ﹤0.01%
470
-1,019
1506
$19.7K ﹤0.01%
257
+108
1507
$19.6K ﹤0.01%
230
-1,254
1508
$19.6K ﹤0.01%
1,296
1509
$19.5K ﹤0.01%
200
1510
$19.5K ﹤0.01%
270
-867
1511
$19.3K ﹤0.01%
273
1512
$19.1K ﹤0.01%
185
1513
$19.1K ﹤0.01%
243
1514
$18.9K ﹤0.01%
2,184
1515
$18.8K ﹤0.01%
117
1516
$18.5K ﹤0.01%
500
1517
$18.5K ﹤0.01%
39
1518
$18.5K ﹤0.01%
254
1519
$18.4K ﹤0.01%
100
1520
$18.4K ﹤0.01%
525
1521
$18.2K ﹤0.01%
349
1522
$18.1K ﹤0.01%
162
+107
1523
$18.1K ﹤0.01%
1,280
+422
1524
$17.9K ﹤0.01%
300
1525
$17.8K ﹤0.01%
45
59 60
61
62 63