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
1601
$13.2K ﹤0.01%
29
1602
$13.1K ﹤0.01%
+570
1603
$13K ﹤0.01%
596
1604
$13K ﹤0.01%
152
+4
1605
$12.8K ﹤0.01%
1,000
1606
$12.7K ﹤0.01%
+500
1607
$12.7K ﹤0.01%
154
1608
$12.6K ﹤0.01%
+360
1609
$12.5K ﹤0.01%
825
1610
$12.5K ﹤0.01%
108
-4
1611
$12.3K ﹤0.01%
930
1612
$12.3K ﹤0.01%
200
1613
$12.3K ﹤0.01%
111
1614
$12.3K ﹤0.01%
2,000
1615
$12.3K ﹤0.01%
115
1616
$12.3K ﹤0.01%
236
1617
$12.3K ﹤0.01%
375
1618
$12.1K ﹤0.01%
1,000
1619
$12.1K ﹤0.01%
235
-25
1620
$12.1K ﹤0.01%
500
1621
$12K ﹤0.01%
80
1622
$11.9K ﹤0.01%
250
1623
$11.8K ﹤0.01%
148
1624
$11.8K ﹤0.01%
382
-2,577
1625
$11.7K ﹤0.01%
500
63 64
65
66 67