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
1951
$1.37K ﹤0.01%
+130
1952
$1.37K ﹤0.01%
+75
1953
$1.36K ﹤0.01%
+58
1954
$1.35K ﹤0.01%
+6
1955
$1.34K ﹤0.01%
+120
1956
$1.31K ﹤0.01%
+21
1957
$1.3K ﹤0.01%
+720
1958
$1.28K ﹤0.01%
+15
1959
$1.25K ﹤0.01%
+25
1960
$1.25K ﹤0.01%
+7
1961
$1.24K ﹤0.01%
+30
1962
$1.21K ﹤0.01%
+1,000
1963
$1.21K ﹤0.01%
+103
1964
$1.2K ﹤0.01%
+86
1965
$1.2K ﹤0.01%
+100
1966
$1.19K ﹤0.01%
+40
1967
$1.18K ﹤0.01%
+21
1968
$1.17K ﹤0.01%
+26
1969
$1.15K ﹤0.01%
+3
1970
$1.13K ﹤0.01%
+164
1971
$1.12K ﹤0.01%
+29
1972
$1.11K ﹤0.01%
+29
1973
$1.11K ﹤0.01%
+83
1974
$1.08K ﹤0.01%
+25
1975
$1.05K ﹤0.01%
+40
77 78
79
80 81