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
1951
$1.79K ﹤0.01%
16
1952
$1.75K ﹤0.01%
33
1953
$1.74K ﹤0.01%
14
1954
$1.71K ﹤0.01%
50
1955
$1.7K ﹤0.01%
206
1956
$1.68K ﹤0.01%
18
1957
$1.67K ﹤0.01%
168
1958
$1.66K ﹤0.01%
165
1959
$1.65K ﹤0.01%
500
1960
$1.64K ﹤0.01%
+117
1961
$1.62K ﹤0.01%
15
1962
$1.6K ﹤0.01%
121
-1,003
1963
$1.56K ﹤0.01%
84
1964
$1.55K ﹤0.01%
720
1965
$1.53K ﹤0.01%
250
1966
$1.52K ﹤0.01%
33
+8
1967
$1.48K ﹤0.01%
40
1968
$1.48K ﹤0.01%
132
1969
$1.45K ﹤0.01%
68
1970
$1.44K ﹤0.01%
15
1971
$1.36K ﹤0.01%
74
-825
1972
$1.36K ﹤0.01%
+50
1973
$1.35K ﹤0.01%
+96
1974
$1.35K ﹤0.01%
100
-34
1975
$1.33K ﹤0.01%
8
-54