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
1701
$7.15K ﹤0.01%
+1,039
1702
$7.09K ﹤0.01%
+117
1703
$7.07K ﹤0.01%
+375
1704
$7.06K ﹤0.01%
+237
1705
$7.04K ﹤0.01%
+272
1706
$7.01K ﹤0.01%
+858
1707
$7.01K ﹤0.01%
+96
1708
$6.95K ﹤0.01%
+179
1709
$6.94K ﹤0.01%
+500
1710
$6.92K ﹤0.01%
+79
1711
$6.92K ﹤0.01%
+504
1712
$6.88K ﹤0.01%
+40
1713
$6.84K ﹤0.01%
+112
1714
$6.84K ﹤0.01%
+230
1715
$6.82K ﹤0.01%
+148
1716
$6.77K ﹤0.01%
+893
1717
$6.73K ﹤0.01%
+72
1718
$6.72K ﹤0.01%
+192
1719
$6.66K ﹤0.01%
+355
1720
$6.63K ﹤0.01%
+84
1721
$6.63K ﹤0.01%
+358
1722
$6.6K ﹤0.01%
+88
1723
$6.59K ﹤0.01%
+76
1724
$6.59K ﹤0.01%
+178
1725
$6.58K ﹤0.01%
+500