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
1976
$1.18K ﹤0.01%
13
1977
$1.16K ﹤0.01%
1,000
1978
$1.12K ﹤0.01%
40
1979
$1.11K ﹤0.01%
58
1980
$1.11K ﹤0.01%
5
1981
$1.08K ﹤0.01%
29
1982
$1.07K ﹤0.01%
43
1983
$1.05K ﹤0.01%
100
1984
$1.05K ﹤0.01%
+9
1985
$1.01K ﹤0.01%
28
-442
1986
$1.01K ﹤0.01%
100
1987
$969 ﹤0.01%
23
1988
$968 ﹤0.01%
40
1989
$921 ﹤0.01%
+46
1990
$894 ﹤0.01%
26
+10
1991
$887 ﹤0.01%
164
1992
$867 ﹤0.01%
+11
1993
$847 ﹤0.01%
117
1994
$787 ﹤0.01%
36
1995
$785 ﹤0.01%
25
1996
$777 ﹤0.01%
20
1997
$765 ﹤0.01%
250
1998
$747 ﹤0.01%
9
1999
$714 ﹤0.01%
15
2000
$711 ﹤0.01%
39
78 79
80
81 82