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
251
$345K 0.07%
+7,650
252
$344K 0.07%
+4,150
253
$342K 0.07%
+6,576
254
$341K 0.07%
+5,270
255
$340K 0.07%
+35,662
256
$338K 0.07%
+9,500
257
$335K 0.07%
+3,450
258
$335K 0.07%
+11,200
259
$332K 0.07%
+9,810
260
$331K 0.07%
+10,690
261
$329K 0.07%
+18,200
262
$329K 0.07%
+14,624
263
$327K 0.07%
+11,530
264
$325K 0.07%
+35,060
265
$322K 0.07%
+11,311
266
$321K 0.07%
+8,065
267
$320K 0.07%
+5,480
268
$320K 0.07%
+338
269
$317K 0.07%
+6,600
270
$315K 0.07%
+6,910
271
$315K 0.07%
+4,260
272
$314K 0.07%
+8,227
273
$313K 0.07%
+2,800
274
$310K 0.07%
+5,120
275
$304K 0.07%
+9,310
9 10
11
12 13