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
2026
$302 ﹤0.01%
+3
2027
$282 ﹤0.01%
+29
2028
$269 ﹤0.01%
+7
2029
$264 ﹤0.01%
+89
2030
$263 ﹤0.01%
+43
2031
$263 ﹤0.01%
+21
2032
$247 ﹤0.01%
+15
2033
$244 ﹤0.01%
+35
2034
$241 ﹤0.01%
+50
2035
$239 ﹤0.01%
+18
2036
$238 ﹤0.01%
+19
2037
$235 ﹤0.01%
+33
2038
$230 ﹤0.01%
+71
2039
$227 ﹤0.01%
+14
2040
$224 ﹤0.01%
+15
2041
$220 ﹤0.01%
+7
2042
$217 ﹤0.01%
+1
2043
$212 ﹤0.01%
+5
2044
$205 ﹤0.01%
+49
2045
$200 ﹤0.01%
+50
2046
$177 ﹤0.01%
+24
2047
$176 ﹤0.01%
+8
2048
$172 ﹤0.01%
+100
2049
$169 ﹤0.01%
+19
2050
$153 ﹤0.01%
+27