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
$1.56B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$4.3M
3
+$2.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.88M

Top Sells

1
+$6.01M
2
+$4.01M
3
+$3.58M
4
AMGN icon
Amgen
AMGN
+$2.9M
5
BAX icon
Baxter International
BAX
+$2.07M

Sector Composition

1 Healthcare 16.98%
2 Technology 12.73%
3 Industrials 11.56%
4 Consumer Staples 10.99%
5 Financials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.11%
29,214
-746
177
$1.66M 0.11%
15,538
-1,087
178
$1.59M 0.1%
38,785
-1,378
179
$1.59M 0.1%
14,696
-332
180
$1.5M 0.1%
42,013
-742
181
$1.44M 0.09%
50,692
+43,604
182
$1.43M 0.09%
12,302
-1,215
183
$1.4M 0.09%
11,439
184
$1.4M 0.09%
52,805
-300
185
$1.39M 0.09%
33,166
+511
186
$1.37M 0.09%
63,519
-5,832
187
$1.33M 0.09%
59,733
-1,986
188
$1.31M 0.08%
26,727
-369
189
$1.3M 0.08%
11,884
-300
190
$1.27M 0.08%
11,435
-6,840
191
$1.21M 0.08%
44,157
-7,750
192
$1.21M 0.08%
10,637
-50
193
$1.2M 0.08%
44,110
-1,000
194
$1.18M 0.08%
8,729
195
$1.18M 0.08%
26,191
+195
196
$1.15M 0.07%
17,155
-1,071
197
$1.12M 0.07%
23,224
-512
198
$1.1M 0.07%
15,692
199
$1.09M 0.07%
38,102
+1,554
200
$1.08M 0.07%
11,983
+7,150
6 7
8
9 10