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
1626
$10.5K ﹤0.01%
+445
1627
$10.5K ﹤0.01%
+106
1628
$10.4K ﹤0.01%
+466
1629
$10.4K ﹤0.01%
+800
1630
$10.4K ﹤0.01%
+351
1631
$10.3K ﹤0.01%
+500
1632
$10.3K ﹤0.01%
+90
1633
$10.1K ﹤0.01%
+114
1634
$10.1K ﹤0.01%
+200
1635
$9.95K ﹤0.01%
+930
1636
$9.92K ﹤0.01%
+329
1637
$9.89K ﹤0.01%
+855
1638
$9.88K ﹤0.01%
+331
1639
$9.86K ﹤0.01%
+229
1640
$9.78K ﹤0.01%
+3,623
1641
$9.65K ﹤0.01%
146
-12,386
1642
$9.65K ﹤0.01%
+731
1643
$9.64K ﹤0.01%
+514
1644
$9.49K ﹤0.01%
+238
1645
$9.48K ﹤0.01%
+60
1646
$9.46K ﹤0.01%
+388
1647
$9.43K ﹤0.01%
+367
1648
$9.43K ﹤0.01%
+580
1649
$9.23K ﹤0.01%
+1,023
1650
$9.2K ﹤0.01%
+141