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
1676
$8.08K ﹤0.01%
+150
1677
$8K ﹤0.01%
+200
1678
$7.97K ﹤0.01%
+59
1679
$7.88K ﹤0.01%
+730
1680
$7.78K ﹤0.01%
+337
1681
$7.66K ﹤0.01%
+181
1682
$7.65K ﹤0.01%
+188
1683
$7.6K ﹤0.01%
+177
1684
$7.6K ﹤0.01%
+525
1685
$7.58K ﹤0.01%
+91
1686
$7.56K ﹤0.01%
+33
1687
$7.56K ﹤0.01%
+95
1688
$7.54K ﹤0.01%
+334
1689
$7.52K ﹤0.01%
+166
1690
$7.51K ﹤0.01%
+669
1691
$7.42K ﹤0.01%
+1,450
1692
$7.42K ﹤0.01%
+97
1693
$7.41K ﹤0.01%
+269
1694
$7.41K ﹤0.01%
+204
1695
$7.38K ﹤0.01%
+68
1696
$7.37K ﹤0.01%
+69
1697
$7.31K ﹤0.01%
+150
1698
$7.26K ﹤0.01%
+300
1699
$7.25K ﹤0.01%
+75
1700
$7.22K ﹤0.01%
+66
66 67
68
69 70