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
1776
$5.83K ﹤0.01%
67
1777
$5.76K ﹤0.01%
288
1778
$5.76K ﹤0.01%
100
1779
$5.76K ﹤0.01%
+189
1780
$5.75K ﹤0.01%
+128
1781
$5.74K ﹤0.01%
333
-1
1782
$5.72K ﹤0.01%
+289
1783
$5.69K ﹤0.01%
730
1784
$5.64K ﹤0.01%
177
1785
$5.63K ﹤0.01%
267
-5
1786
$5.48K ﹤0.01%
464
-16
1787
$5.46K ﹤0.01%
+83
1788
$5.46K ﹤0.01%
110
-2
1789
$5.45K ﹤0.01%
500
1790
$5.44K ﹤0.01%
100
1791
$5.43K ﹤0.01%
91
1792
$5.42K ﹤0.01%
57
+4
1793
$5.41K ﹤0.01%
300
1794
$5.38K ﹤0.01%
23
-88
1795
$5.36K ﹤0.01%
148
1796
$5.26K ﹤0.01%
46
1797
$5.26K ﹤0.01%
110
+41
1798
$5.26K ﹤0.01%
39
1799
$5.22K ﹤0.01%
+772
1800
$5.12K ﹤0.01%
160
-12
70 71
72
73 74