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
$478M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.6M
3
+$4.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.3M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.98M

Top Sells

1
+$28.3M
2
+$7.24M
3
+$3.94M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.15M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.95M

Sector Composition

1 Financials 8.92%
2 Technology 8.2%
3 Healthcare 7.79%
4 Industrials 5.78%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$321K 0.07%
5,248
252
$320K 0.07%
2,990
253
$319K 0.07%
5,676
254
$318K 0.07%
25,280
-5,200
255
$318K 0.07%
11,530
256
$315K 0.07%
2,370
257
$315K 0.07%
5,120
258
$314K 0.07%
12,700
259
$314K 0.07%
4,466
-1,226
260
$313K 0.07%
2,800
261
$310K 0.06%
1,960
262
$309K 0.06%
7,000
-2,100
263
$307K 0.06%
4,620
264
$306K 0.06%
3,137
-615
265
$305K 0.06%
6,573
266
$305K 0.06%
4,750
267
$305K 0.06%
3,298
268
$304K 0.06%
12,040
269
$304K 0.06%
22,110
-4,800
270
$302K 0.06%
5,480
271
$301K 0.06%
5,610
-1,300
272
$300K 0.06%
35,000
273
$300K 0.06%
9,400
274
$300K 0.06%
7,000
275
$299K 0.06%
6,191
9 10
11
12 13