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
1751
$6.57K ﹤0.01%
355
1752
$6.53K ﹤0.01%
413
1753
$6.48K ﹤0.01%
83
-14
1754
$6.46K ﹤0.01%
81
-3
1755
$6.45K ﹤0.01%
71
1756
$6.42K ﹤0.01%
178
1757
$6.41K ﹤0.01%
+439
1758
$6.4K ﹤0.01%
234
-61
1759
$6.38K ﹤0.01%
176
+10
1760
$6.35K ﹤0.01%
230
1761
$6.35K ﹤0.01%
248
1762
$6.31K ﹤0.01%
93
1763
$6.24K ﹤0.01%
175
1764
$6.23K ﹤0.01%
+725
1765
$6.22K ﹤0.01%
352
1766
$6.21K ﹤0.01%
40
1767
$6.07K ﹤0.01%
111
1768
$6.06K ﹤0.01%
88
1769
$6.05K ﹤0.01%
294
-5
1770
$6K ﹤0.01%
333
-268
1771
$5.92K ﹤0.01%
24
1772
$5.92K ﹤0.01%
33
1773
$5.92K ﹤0.01%
153
1774
$5.92K ﹤0.01%
500
1775
$5.87K ﹤0.01%
141
69 70
71
72 73