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
1526
$15.6K ﹤0.01%
+153
1527
$15.6K ﹤0.01%
+1,031
1528
$15.6K ﹤0.01%
+254
1529
$15.6K ﹤0.01%
+111
1530
$15.5K ﹤0.01%
+279
1531
$15.5K ﹤0.01%
+5,968
1532
$15.5K ﹤0.01%
+139
1533
$15.4K ﹤0.01%
+2,418
1534
$15.4K ﹤0.01%
+340
1535
$15.4K ﹤0.01%
+1,093
1536
$15.3K ﹤0.01%
+240
1537
$15.2K ﹤0.01%
+39
1538
$15.1K ﹤0.01%
+486
1539
$15K ﹤0.01%
+189
1540
$15K ﹤0.01%
+70
1541
$14.9K ﹤0.01%
+741
1542
$14.9K ﹤0.01%
+360
1543
$14.8K ﹤0.01%
+477
1544
$14.8K ﹤0.01%
+474
1545
$14.8K ﹤0.01%
+505
1546
$14.8K ﹤0.01%
+144
1547
$14.7K ﹤0.01%
+726
1548
$14.6K ﹤0.01%
+538
1549
$14.5K ﹤0.01%
+85
1550
$14.5K ﹤0.01%
+2,500