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
1726
$6.56K ﹤0.01%
+141
1727
$6.51K ﹤0.01%
+36
1728
$6.5K ﹤0.01%
+2,078
1729
$6.5K ﹤0.01%
+90
1730
$6.49K ﹤0.01%
+2,477
1731
$6.49K ﹤0.01%
+400
1732
$6.48K ﹤0.01%
+223
1733
$6.47K ﹤0.01%
+480
1734
$6.44K ﹤0.01%
+140
1735
$6.38K ﹤0.01%
+1,000
1736
$6.38K ﹤0.01%
+22
1737
$6.35K ﹤0.01%
+195
1738
$6.32K ﹤0.01%
+55
1739
$6.31K ﹤0.01%
+161
1740
$6.26K ﹤0.01%
+93
1741
$6.19K ﹤0.01%
+148
1742
$6.19K ﹤0.01%
+253
1743
$6.16K ﹤0.01%
+112
1744
$6.11K ﹤0.01%
+67
1745
$6.07K ﹤0.01%
+172
1746
$6.03K ﹤0.01%
+315
1747
$6.02K ﹤0.01%
+207
1748
$6K ﹤0.01%
+226
1749
$5.98K ﹤0.01%
+36
1750
$5.96K ﹤0.01%
+100