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 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
1901
$2.52K ﹤0.01%
30
1902
$2.5K ﹤0.01%
225
1903
$2.49K ﹤0.01%
112
-25
1904
$2.49K ﹤0.01%
15
-31
1905
$2.47K ﹤0.01%
63
1906
$2.42K ﹤0.01%
158
1907
$2.42K ﹤0.01%
25
1908
$2.41K ﹤0.01%
158
1909
$2.4K ﹤0.01%
+82
1910
$2.35K ﹤0.01%
45
1911
$2.31K ﹤0.01%
23
-4
1912
$2.29K ﹤0.01%
164
+72
1913
$2.28K ﹤0.01%
252
1914
$2.28K ﹤0.01%
+15
1915
$2.21K ﹤0.01%
17
-6
1916
$2.18K ﹤0.01%
+30
1917
$2.17K ﹤0.01%
580
+175
1918
$2.16K ﹤0.01%
25
1919
$2.14K ﹤0.01%
38
1920
$2.14K ﹤0.01%
81
-16
1921
$2.12K ﹤0.01%
9
1922
$2.11K ﹤0.01%
168
1923
$2.11K ﹤0.01%
325
1924
$2.1K ﹤0.01%
+256
1925
$2.1K ﹤0.01%
14