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
276
$298K 0.06%
2,833
-2
277
$297K 0.06%
4,000
-1,200
278
$293K 0.06%
3,232
279
$291K 0.06%
2,288
-800
280
$289K 0.06%
5,147
281
$288K 0.06%
6,989
282
$288K 0.06%
3,560
283
$288K 0.06%
6,595
284
$288K 0.06%
5,036
285
$287K 0.06%
3,780
286
$286K 0.06%
6,407
287
$286K 0.06%
7,110
288
$284K 0.06%
6,075
289
$284K 0.06%
5,400
-1,200
290
$282K 0.06%
6,127
291
$282K 0.06%
3,620
292
$279K 0.06%
5,210
293
$279K 0.06%
11,420
294
$278K 0.06%
15,729
295
$277K 0.06%
3,379
+37
296
$277K 0.06%
3,958
297
$277K 0.06%
5,080
-1,200
298
$274K 0.06%
11,420
299
$274K 0.06%
6,634
300
$274K 0.06%
4,960
10 11
12
13 14