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
$5.56B
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,183
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$19.4M
3
+$10.5M
4
SNRE
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
+$8.75M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.53M

Top Sells

1
+$44.6M
2
+$10.1M
3
+$9.18M
4
RDDT icon
Reddit
RDDT
+$6.16M
5
MASI icon
Masimo
MASI
+$5.84M

Sector Composition

1 Technology 16.8%
2 Healthcare 13.64%
3 Communication Services 9.84%
4 Financials 9%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$7.2K ﹤0.01%
893
1727
$7.15K ﹤0.01%
195
1728
$7.12K ﹤0.01%
188
1729
$7.1K ﹤0.01%
486
-307
1730
$7.07K ﹤0.01%
162
1731
$7.05K ﹤0.01%
504
1732
$7K ﹤0.01%
600
1733
$6.96K ﹤0.01%
275
-188
1734
$6.96K ﹤0.01%
337
1735
$6.93K ﹤0.01%
75
1736
$6.92K ﹤0.01%
250
+144
1737
$6.92K ﹤0.01%
161
1738
$6.9K ﹤0.01%
204
1739
$6.76K ﹤0.01%
1,039
1740
$6.76K ﹤0.01%
173
1741
$6.75K ﹤0.01%
22
1742
$6.72K ﹤0.01%
208
1743
$6.71K ﹤0.01%
400
1744
$6.69K ﹤0.01%
2,078
1745
$6.66K ﹤0.01%
394
-399
1746
$6.65K ﹤0.01%
303
1747
$6.65K ﹤0.01%
90
1748
$6.63K ﹤0.01%
96
1749
$6.6K ﹤0.01%
36
1750
$6.58K ﹤0.01%
207
68 69
70
71 72