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
1651
$9.14K ﹤0.01%
+1,677
1652
$9.13K ﹤0.01%
+601
1653
$9.1K ﹤0.01%
+857
1654
$9.03K ﹤0.01%
+21
1655
$9K ﹤0.01%
+308
1656
$8.94K ﹤0.01%
+295
1657
$8.94K ﹤0.01%
+213
1658
$8.9K ﹤0.01%
+375
1659
$8.89K ﹤0.01%
+858
1660
$8.88K ﹤0.01%
+2,740
1661
$8.87K ﹤0.01%
+149
1662
$8.8K ﹤0.01%
+46
1663
$8.79K ﹤0.01%
+514
1664
$8.63K ﹤0.01%
+1,500
1665
$8.61K ﹤0.01%
+1,213
1666
$8.6K ﹤0.01%
+2,712
1667
$8.56K ﹤0.01%
+1,000
1668
$8.55K ﹤0.01%
+2,012
1669
$8.55K ﹤0.01%
+350
1670
$8.49K ﹤0.01%
+500
1671
$8.45K ﹤0.01%
+360
1672
$8.43K ﹤0.01%
+98
1673
$8.41K ﹤0.01%
+320
1674
$8.33K ﹤0.01%
+100
1675
$8.32K ﹤0.01%
+100