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
1876
$2.48K ﹤0.01%
+200
1877
$2.48K ﹤0.01%
+9
1878
$2.47K ﹤0.01%
+38
1879
$2.44K ﹤0.01%
+45
1880
$2.44K ﹤0.01%
+53
1881
$2.44K ﹤0.01%
+68
1882
$2.41K ﹤0.01%
+165
1883
$2.4K ﹤0.01%
+49
1884
$2.39K ﹤0.01%
+78
1885
$2.37K ﹤0.01%
+23
1886
$2.37K ﹤0.01%
+25
1887
$2.36K ﹤0.01%
+63
1888
$2.36K ﹤0.01%
+87
1889
$2.35K ﹤0.01%
+158
1890
$2.28K ﹤0.01%
+252
1891
$2.28K ﹤0.01%
+216
1892
$2.27K ﹤0.01%
+164
1893
$2.27K ﹤0.01%
+22
1894
$2.26K ﹤0.01%
+45
1895
$2.26K ﹤0.01%
+8
1896
$2.26K ﹤0.01%
+97
1897
$2.23K ﹤0.01%
+645
1898
$2.23K ﹤0.01%
+57
1899
$2.21K ﹤0.01%
+28
1900
$2.17K ﹤0.01%
+19
74 75
76
77 78