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
2151
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2154
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2158
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2159
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2160
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2161
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2162
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2163
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2164
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2165
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2166
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2167
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2168
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2169
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2170
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2171
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2172
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2173
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2174
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