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
1901
$2.16K ﹤0.01%
+168
1902
$2.15K ﹤0.01%
+14
1903
$2.15K ﹤0.01%
+27
1904
$2.13K ﹤0.01%
+74
1905
$2.11K ﹤0.01%
+26
1906
$2.1K ﹤0.01%
+40
1907
$2.06K ﹤0.01%
+16
1908
$2.06K ﹤0.01%
+500
1909
$2.05K ﹤0.01%
+22
1910
$2.04K ﹤0.01%
+16
1911
$2.01K ﹤0.01%
+106
1912
$2.01K ﹤0.01%
+25
1913
$1.99K ﹤0.01%
+111
1914
$1.97K ﹤0.01%
+54
1915
$1.95K ﹤0.01%
+18
1916
$1.95K ﹤0.01%
+225
1917
$1.93K ﹤0.01%
+100
1918
$1.92K ﹤0.01%
+300
1919
$1.92K ﹤0.01%
+137
1920
$1.9K ﹤0.01%
+30
1921
$1.88K ﹤0.01%
+38
1922
$1.86K ﹤0.01%
+400
1923
$1.84K ﹤0.01%
+58
1924
$1.84K ﹤0.01%
+21
1925
$1.82K ﹤0.01%
+14
75 76
77
78 79