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
276
$303K 0.06%
5,480
277
$301K 0.06%
5,400
278
$300K 0.06%
25,280
279
$300K 0.06%
19,910
+3,537
280
$300K 0.06%
2,425
281
$299K 0.06%
12,700
282
$299K 0.06%
3,810
283
$298K 0.06%
3,958
284
$296K 0.06%
5,210
285
$295K 0.06%
9,205
286
$294K 0.06%
2,835
+2
287
$293K 0.06%
6,075
288
$292K 0.06%
8,839
289
$292K 0.06%
3,620
290
$292K 0.06%
4,466
291
$291K 0.06%
5,147
292
$291K 0.06%
9,810
293
$288K 0.06%
2,673
294
$287K 0.06%
21,360
295
$286K 0.06%
5,676
296
$285K 0.06%
25,600
297
$285K 0.06%
5,080
298
$285K 0.06%
11,420
299
$284K 0.06%
5,036
300
$284K 0.06%
4,960
10 11
12
13 14