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 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
1526
$17.8K ﹤0.01%
500
1527
$17.4K ﹤0.01%
503
-725
1528
$17.2K ﹤0.01%
130
1529
$17.2K ﹤0.01%
325
-65
1530
$17.1K ﹤0.01%
139
1531
$17.1K ﹤0.01%
855
1532
$17.1K ﹤0.01%
741
1533
$17.1K ﹤0.01%
785
1534
$17K ﹤0.01%
189
1535
$17K ﹤0.01%
858
1536
$17K ﹤0.01%
508
1537
$17K ﹤0.01%
455
1538
$16.8K ﹤0.01%
260
-455
1539
$16.7K ﹤0.01%
659
+145
1540
$16.7K ﹤0.01%
377
1541
$16.6K ﹤0.01%
97
1542
$16.5K ﹤0.01%
39
1543
$16.3K ﹤0.01%
1,031
1544
$16.2K ﹤0.01%
400
1545
$16.2K ﹤0.01%
275
1546
$15.8K ﹤0.01%
335
-4
1547
$15.8K ﹤0.01%
+1,020
1548
$15.8K ﹤0.01%
402
1549
$15.8K ﹤0.01%
1,006
1550
$15.7K ﹤0.01%
1,239