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
1551
$14.5K ﹤0.01%
+215
1552
$14.4K ﹤0.01%
+460
1553
$14.3K ﹤0.01%
+207
1554
$14.2K ﹤0.01%
+600
1555
$14.2K ﹤0.01%
+148
1556
$14.1K ﹤0.01%
+336
1557
$14K ﹤0.01%
+375
1558
$14K ﹤0.01%
+189
1559
$14K ﹤0.01%
+39
1560
$13.9K ﹤0.01%
+175
1561
$13.8K ﹤0.01%
+825
1562
$13.7K ﹤0.01%
+105
1563
$13.6K ﹤0.01%
+1,239
1564
$13.6K ﹤0.01%
+600
1565
$13.5K ﹤0.01%
+117
1566
$13.4K ﹤0.01%
+930
1567
$13.3K ﹤0.01%
+2,000
1568
$13.3K ﹤0.01%
+435
1569
$13.3K ﹤0.01%
+199
1570
$13.2K ﹤0.01%
+280
1571
$13.2K ﹤0.01%
+339
1572
$13.2K ﹤0.01%
+149
1573
$13.1K ﹤0.01%
+80
1574
$13.1K ﹤0.01%
+97
1575
$12.9K ﹤0.01%
+699