WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $5.62B
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.16M
3
+$4.01M
4
EMR icon
Emerson Electric
EMR
+$3.81M
5
XOM icon
Exxon Mobil
XOM
+$2.4M

Top Sells

1
+$6.12M
2
+$5.96M
3
+$3.75M
4
CVX icon
Chevron
CVX
+$3.54M
5
CASY icon
Casey's General Stores
CASY
+$3.3M

Sector Composition

1 Healthcare 15.4%
2 Technology 13.18%
3 Industrials 11.66%
4 Consumer Staples 11.09%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.85M 0.16%
21,321
+190
152
$2.82M 0.16%
37,645
-45
153
$2.82M 0.16%
33,799
+16
154
$2.7M 0.15%
33,512
-2,413
155
$2.66M 0.15%
28,625
+1,246
156
$2.64M 0.15%
30,669
-27
157
$2.63M 0.15%
27,765
+370
158
$2.52M 0.14%
19,426
-525
159
$2.49M 0.14%
92,637
-3,259
160
$2.47M 0.14%
39,878
-34
161
$2.46M 0.14%
104,185
+87,615
162
$2.41M 0.14%
44,450
-1,500
163
$2.37M 0.13%
27,935
+700
164
$2.28M 0.13%
43,374
-2,842
165
$2.27M 0.13%
53,117
+531
166
$2.25M 0.13%
29,662
-2,460
167
$2.25M 0.13%
23,313
-3,371
168
$2.23M 0.13%
65,704
169
$2.2M 0.12%
39,892
-790
170
$2.16M 0.12%
29,254
171
$2.1M 0.12%
18,703
-4,309
172
$2.08M 0.12%
61,327
-2,308
173
$1.97M 0.11%
23,658
-27,747
174
$1.89M 0.11%
42,085
+4,859
175
$1.84M 0.1%
14,679
5 6
7
8 9