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
1926
$1.84K ﹤0.01%
30
1927
$1.84K ﹤0.01%
580
1928
$1.83K ﹤0.01%
+9
1929
$1.82K ﹤0.01%
+58
1930
$1.79K ﹤0.01%
15
1931
$1.79K ﹤0.01%
254
+89
1932
$1.77K ﹤0.01%
12
-85
1933
$1.77K ﹤0.01%
50
1934
$1.75K ﹤0.01%
112
1935
$1.74K ﹤0.01%
30
+5
1936
$1.73K ﹤0.01%
152
-22
1937
$1.69K ﹤0.01%
206
1938
$1.69K ﹤0.01%
16
1939
$1.67K ﹤0.01%
45
1940
$1.67K ﹤0.01%
21
1941
$1.66K ﹤0.01%
25
1942
$1.63K ﹤0.01%
6
1943
$1.62K ﹤0.01%
23
+5
1944
$1.62K ﹤0.01%
21
-2,450
1945
$1.59K ﹤0.01%
1,000
1946
$1.58K ﹤0.01%
14
1947
$1.56K ﹤0.01%
111
+25
1948
$1.53K ﹤0.01%
68
1949
$1.52K ﹤0.01%
168
1950
$1.51K ﹤0.01%
26
76 77
78
79 80