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
$5.35B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,162
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$23.1M
3
+$7.03M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.17M
5
RPRX icon
Royalty Pharma
RPRX
+$3.36M

Top Sells

1
+$22.2M
2
+$15.3M
3
+$15.1M
4
AAPL icon
Apple
AAPL
+$9.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.47M

Sector Composition

1 Technology 14.79%
2 Healthcare 14.19%
3 Communication Services 9.62%
4 Financials 9.52%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$3.02K ﹤0.01%
170
1852
$2.99K ﹤0.01%
47
1853
$2.98K ﹤0.01%
452
1854
$2.95K ﹤0.01%
2,500
1855
$2.94K ﹤0.01%
63
1856
$2.94K ﹤0.01%
121
+53
1857
$2.92K ﹤0.01%
+79
1858
$2.91K ﹤0.01%
82
-26
1859
$2.88K ﹤0.01%
23
1860
$2.87K ﹤0.01%
65
1861
$2.86K ﹤0.01%
30
1862
$2.85K ﹤0.01%
400
1863
$2.84K ﹤0.01%
215
1864
$2.81K ﹤0.01%
66
1865
$2.8K ﹤0.01%
265
-4,597
1866
$2.77K ﹤0.01%
22
1867
$2.76K ﹤0.01%
33
1868
$2.75K ﹤0.01%
+55
1869
$2.74K ﹤0.01%
43
1870
$2.73K ﹤0.01%
25
-8
1871
$2.71K ﹤0.01%
+92
1872
$2.71K ﹤0.01%
17
-4
1873
$2.7K ﹤0.01%
12
1874
$2.67K ﹤0.01%
121
1875
$2.66K ﹤0.01%
400
73 74
75
76 77