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
276
$303K 0.07%
+9,898
277
$303K 0.07%
+2,500
278
$302K 0.06%
+5,210
279
$301K 0.06%
+710
280
$301K 0.06%
+3,570
281
$299K 0.06%
+9,400
282
$299K 0.06%
+4,960
283
$297K 0.06%
+8,102
284
$297K 0.06%
+7,110
285
$296K 0.06%
+6,270
286
$295K 0.06%
+8,080
287
$294K 0.06%
+5,147
288
$294K 0.06%
+3,298
289
$294K 0.06%
+2,370
290
$293K 0.06%
+5,248
291
$293K 0.06%
+3,900
292
$292K 0.06%
+5,800
293
$292K 0.06%
+6,750
294
$292K 0.06%
+2,835
295
$292K 0.06%
+4,620
296
$290K 0.06%
+6,989
297
$286K 0.06%
+3,000
298
$285K 0.06%
+12,700
299
$284K 0.06%
+8,280
300
$282K 0.06%
+6,573
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