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
1976
$1.02K ﹤0.01%
+20
1977
$1.02K ﹤0.01%
+13
1978
$976 ﹤0.01%
+27
1979
$968 ﹤0.01%
+36
1980
$902 ﹤0.01%
+20
1981
$888 ﹤0.01%
+33
1982
$883 ﹤0.01%
+54
1983
$862 ﹤0.01%
+23
1984
$849 ﹤0.01%
+4
1985
$838 ﹤0.01%
+9
1986
$831 ﹤0.01%
+7
1987
$791 ﹤0.01%
+350
1988
$789 ﹤0.01%
+54
1989
$776 ﹤0.01%
+63
1990
$773 ﹤0.01%
+46
1991
$766 ﹤0.01%
+25
1992
$735 ﹤0.01%
+26
1993
$720 ﹤0.01%
+51
1994
$714 ﹤0.01%
+9
1995
$713 ﹤0.01%
+15
1996
$713 ﹤0.01%
+250
1997
$708 ﹤0.01%
+21
1998
$691 ﹤0.01%
+25
1999
$687 ﹤0.01%
+30
2000
$684 ﹤0.01%
+24
78 79
80
81 82