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
$504M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$8.26M
3
+$1.97M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.45M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.35M

Top Sells

1
+$22.8M
2
+$10.7M
3
+$4.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.3M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$548K

Sector Composition

1 Financials 9.18%
2 Technology 8.31%
3 Healthcare 7.99%
4 Industrials 5.95%
5 Energy 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$382K 0.08%
8,332
227
$381K 0.08%
1,960
228
$376K 0.07%
4,530
-900
229
$373K 0.07%
35,000
230
$373K 0.07%
8,324
-2,450
231
$371K 0.07%
6,240
232
$369K 0.07%
5,248
233
$368K 0.07%
3,570
234
$368K 0.07%
7,000
235
$367K 0.07%
4,620
236
$365K 0.07%
5,970
237
$363K 0.07%
4,889
238
$360K 0.07%
6,750
239
$355K 0.07%
12,040
240
$353K 0.07%
29,360
-5,700
241
$353K 0.07%
6,573
242
$353K 0.07%
2,990
243
$348K 0.07%
5,382
244
$348K 0.07%
5,610
245
$345K 0.07%
7,000
246
$345K 0.07%
9,200
247
$345K 0.07%
67
248
$344K 0.07%
6,595
249
$342K 0.07%
9,400
250
$338K 0.07%
3,137
8 9
10
11 12