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
1751
$5.88K ﹤0.01%
+325
1752
$5.88K ﹤0.01%
+303
1753
$5.87K ﹤0.01%
+208
1754
$5.85K ﹤0.01%
+351
1755
$5.84K ﹤0.01%
+146
1756
$5.77K ﹤0.01%
+288
1757
$5.71K ﹤0.01%
+167
1758
$5.65K ﹤0.01%
+24
1759
$5.64K ﹤0.01%
+361
1760
$5.6K ﹤0.01%
+136
1761
$5.56K ﹤0.01%
+39
1762
$5.56K ﹤0.01%
+54
1763
$5.52K ﹤0.01%
+58
1764
$5.52K ﹤0.01%
+162
1765
$5.47K ﹤0.01%
+244
1766
$5.47K ﹤0.01%
+129
1767
$5.44K ﹤0.01%
+254
1768
$5.43K ﹤0.01%
+23
1769
$5.41K ﹤0.01%
+225
1770
$5.4K ﹤0.01%
+158
1771
$5.39K ﹤0.01%
+333
1772
$5.39K ﹤0.01%
+120
1773
$5.37K ﹤0.01%
+153
1774
$5.36K ﹤0.01%
+71
1775
$5.33K ﹤0.01%
+175