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 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
1651
$10.5K ﹤0.01%
466
1652
$10.5K ﹤0.01%
500
1653
$10.4K ﹤0.01%
117
1654
$10.4K ﹤0.01%
525
1655
$10.3K ﹤0.01%
1,023
1656
$10.2K ﹤0.01%
+66
1657
$10.1K ﹤0.01%
299
+9
1658
$10.1K ﹤0.01%
146
1659
$10.1K ﹤0.01%
731
1660
$10K ﹤0.01%
229
1661
$10K ﹤0.01%
930
1662
$9.93K ﹤0.01%
603
1663
$9.82K ﹤0.01%
2,000
1664
$9.8K ﹤0.01%
260
1665
$9.7K ﹤0.01%
2,740
1666
$9.66K ﹤0.01%
89
+20
1667
$9.59K ﹤0.01%
312
-8
1668
$9.5K ﹤0.01%
162
1669
$9.47K ﹤0.01%
590
1670
$9.47K ﹤0.01%
1,015
+346
1671
$9.41K ﹤0.01%
95
-80
1672
$9.41K ﹤0.01%
97
1673
$9.32K ﹤0.01%
311
-209
1674
$9.25K ﹤0.01%
514
1675
$9.15K ﹤0.01%
331
-13