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
1926
$1.8K ﹤0.01%
+50
1927
$1.8K ﹤0.01%
+26
1928
$1.79K ﹤0.01%
+34
1929
$1.78K ﹤0.01%
+33
1930
$1.76K ﹤0.01%
+134
1931
$1.76K ﹤0.01%
+1,000
1932
$1.74K ﹤0.01%
+352
1933
$1.72K ﹤0.01%
+405
1934
$1.67K ﹤0.01%
+21
1935
$1.62K ﹤0.01%
+14
1936
$1.61K ﹤0.01%
+50
1937
$1.6K ﹤0.01%
+300
1938
$1.58K ﹤0.01%
+116
1939
$1.58K ﹤0.01%
+206
1940
$1.53K ﹤0.01%
+132
1941
$1.52K ﹤0.01%
+25
1942
$1.51K ﹤0.01%
+68
1943
$1.51K ﹤0.01%
+66
1944
$1.48K ﹤0.01%
+84
1945
$1.46K ﹤0.01%
+250
1946
$1.46K ﹤0.01%
+92
1947
$1.43K ﹤0.01%
+43
1948
$1.42K ﹤0.01%
+6
1949
$1.4K ﹤0.01%
+100
1950
$1.38K ﹤0.01%
+15
76 77
78
79 80