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
1951
$1.51K ﹤0.01%
132
1952
$1.5K ﹤0.01%
17
1953
$1.49K ﹤0.01%
74
1954
$1.48K ﹤0.01%
70
-180
1955
$1.44K ﹤0.01%
33
1956
$1.43K ﹤0.01%
132
-32
1957
$1.42K ﹤0.01%
363
1958
$1.42K ﹤0.01%
15
1959
$1.38K ﹤0.01%
158
1960
$1.35K ﹤0.01%
720
1961
$1.35K ﹤0.01%
33
1962
$1.34K ﹤0.01%
84
1963
$1.34K ﹤0.01%
63
1964
$1.33K ﹤0.01%
40
1965
$1.33K ﹤0.01%
56
+29
1966
$1.31K ﹤0.01%
58
1967
$1.31K ﹤0.01%
21
-9
1968
$1.3K ﹤0.01%
49
1969
$1.29K ﹤0.01%
26
1970
$1.29K ﹤0.01%
127
1971
$1.25K ﹤0.01%
50
1972
$1.25K ﹤0.01%
300
1973
$1.24K ﹤0.01%
41
+15
1974
$1.24K ﹤0.01%
16
-14
1975
$1.21K ﹤0.01%
34
-44
77 78
79
80 81