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
$5.56B
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,183
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$19.4M
3
+$10.5M
4
SNRE
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
+$8.75M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.53M

Top Sells

1
+$44.6M
2
+$10.1M
3
+$9.18M
4
RDDT icon
Reddit
RDDT
+$6.16M
5
MASI icon
Masimo
MASI
+$5.84M

Sector Composition

1 Technology 16.8%
2 Healthcare 13.64%
3 Communication Services 9.84%
4 Financials 9%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$617 ﹤0.01%
2
-2
2027
$595 ﹤0.01%
250
2028
$594 ﹤0.01%
24
2029
$550 ﹤0.01%
15
2030
$549 ﹤0.01%
9
2031
$525 ﹤0.01%
500
2032
$493 ﹤0.01%
125
2033
$492 ﹤0.01%
50
2034
$471 ﹤0.01%
20
2035
$470 ﹤0.01%
80
2036
$453 ﹤0.01%
31
2037
$451 ﹤0.01%
13
2038
$445 ﹤0.01%
25
2039
$436 ﹤0.01%
5
2040
$424 ﹤0.01%
19
2041
$422 ﹤0.01%
35
2042
$408 ﹤0.01%
6
2043
$379 ﹤0.01%
42
2044
$378 ﹤0.01%
12
-1
2045
$365 ﹤0.01%
3
2046
$360 ﹤0.01%
10
2047
$348 ﹤0.01%
+10
2048
$338 ﹤0.01%
22
2049
$325 ﹤0.01%
604
2050
$321 ﹤0.01%
51
80 81
82
83 84