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
1851
$3.59K ﹤0.01%
+33
1852
$3.58K ﹤0.01%
225
1853
$3.55K ﹤0.01%
452
1854
$3.54K ﹤0.01%
254
1855
$3.52K ﹤0.01%
+415
1856
$3.51K ﹤0.01%
43
1857
$3.5K ﹤0.01%
125
1858
$3.4K ﹤0.01%
215
1859
$3.37K ﹤0.01%
86
1860
$3.36K ﹤0.01%
1,896
1861
$3.32K ﹤0.01%
+108
1862
$3.31K ﹤0.01%
137
-5
1863
$3.29K ﹤0.01%
7
1864
$3.26K ﹤0.01%
65
1865
$3.23K ﹤0.01%
+101
1866
$3.23K ﹤0.01%
63
1867
$3.23K ﹤0.01%
47
1868
$3.22K ﹤0.01%
92
1869
$3.2K ﹤0.01%
80
1870
$3.08K ﹤0.01%
22
+6
1871
$3.07K ﹤0.01%
77
1872
$3.07K ﹤0.01%
158
1873
$3.07K ﹤0.01%
28
1874
$3.03K ﹤0.01%
97
1875
$3.03K ﹤0.01%
1,000
73 74
75
76 77