WTIM

Wilmington Trust Investment Management Portfolio holdings

AUM $492M
1-Year Est. Return 25.19%
This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$72.4M
2 +$29.1M
3 +$28.3M
4
IYR icon
iShares US Real Estate ETF
IYR
+$21.7M
5
XOM icon
Exxon Mobil
XOM
+$7.29M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.17%
2 Healthcare 7.99%
3 Technology 7.81%
4 Consumer Staples 5.78%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$368K 0.08%
+1,460
227
$366K 0.08%
+5,990
228
$365K 0.08%
+7,200
229
$365K 0.08%
+7,980
230
$362K 0.08%
+3,752
231
$362K 0.08%
+10,200
232
$360K 0.08%
+11,500
233
$360K 0.08%
+9,537
234
$360K 0.08%
+14,145
235
$360K 0.08%
+1,600
236
$359K 0.08%
+4,238
237
$359K 0.08%
+6,280
238
$359K 0.08%
+26,910
239
$358K 0.08%
+7,634
240
$357K 0.08%
+2,000
241
$356K 0.08%
+11,000
242
$355K 0.08%
+3,370
243
$355K 0.08%
+11,230
244
$354K 0.08%
+6,291
245
$353K 0.08%
+4,970
246
$351K 0.08%
+5,970
247
$349K 0.08%
+30,480
248
$348K 0.07%
+18,600
249
$348K 0.07%
+6,545
250
$347K 0.07%
+9,286