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
1576
$12.9K ﹤0.01%
+1,000
1577
$12.9K ﹤0.01%
+62
1578
$12.7K ﹤0.01%
+445
1579
$12.7K ﹤0.01%
+29
1580
$12.7K ﹤0.01%
+793
1581
$12.6K ﹤0.01%
+21
1582
$12.5K ﹤0.01%
+260
1583
$12.4K ﹤0.01%
+500
1584
$12.4K ﹤0.01%
+364
1585
$12.4K ﹤0.01%
+43
1586
$12.4K ﹤0.01%
+128
1587
$12.3K ﹤0.01%
+110
1588
$12.3K ﹤0.01%
+600
1589
$12.3K ﹤0.01%
+236
1590
$12.3K ﹤0.01%
+3,340
1591
$12.2K ﹤0.01%
+260
1592
$12.2K ﹤0.01%
+116
1593
$12.1K ﹤0.01%
+148
1594
$12K ﹤0.01%
+347
1595
$11.9K ﹤0.01%
+154
1596
$11.9K ﹤0.01%
+1,000
1597
$11.9K ﹤0.01%
+230
1598
$11.9K ﹤0.01%
+115
1599
$11.9K ﹤0.01%
+79
1600
$11.8K ﹤0.01%
+1,000