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
$1.65B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.81M
3
+$3.53M
4
DORM icon
Dorman Products
DORM
+$3.36M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.14M

Top Sells

1
+$9.04M
2
+$3.62M
3
+$2.35M
4
SYNT
Syntel Inc
SYNT
+$2.31M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Healthcare 16.48%
2 Technology 13.63%
3 Financials 13.2%
4 Industrials 11.04%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.02M 0.12%
6,273
+84
152
$1.97M 0.12%
16,252
-455
153
$1.96M 0.12%
60,706
-72,815
154
$1.92M 0.12%
22,223
+115
155
$1.84M 0.11%
10,975
+67
156
$1.82M 0.11%
295,695
-101,300
157
$1.81M 0.11%
+11,630
158
$1.8M 0.11%
23,350
-2,415
159
$1.65M 0.1%
12,957
-790
160
$1.63M 0.1%
17,677
+799
161
$1.6M 0.1%
20,933
+2,522
162
$1.54M 0.09%
8,128
+1,172
163
$1.51M 0.09%
11,514
-220
164
$1.44M 0.09%
15,078
+1,137
165
$1.43M 0.09%
39,532
-4,172
166
$1.41M 0.09%
9,830
+194
167
$1.39M 0.08%
10,004
+8,697
168
$1.37M 0.08%
21,232
+483
169
$1.33M 0.08%
34,161
-797
170
$1.32M 0.08%
21,174
-297
171
$1.24M 0.08%
50,378
+107
172
$1.23M 0.07%
36,100
+8,996
173
$1.18M 0.07%
12,989
+524
174
$1.14M 0.07%
8,548
-663
175
$1.09M 0.07%
28,610
-1,562
5 6
7
8 9