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
301
$281K 0.06%
+3,640
302
$280K 0.06%
+5,816
303
$279K 0.06%
+6,634
304
$278K 0.06%
+3,342
305
$278K 0.06%
+3,560
306
$278K 0.06%
+8,975
307
$278K 0.06%
+7,030
308
$277K 0.06%
+8,080
309
$277K 0.06%
+17,440
310
$276K 0.06%
+4,786
311
$276K 0.06%
+11,420
312
$274K 0.06%
+9,100
313
$273K 0.06%
+5,676
314
$270K 0.06%
+6,075
315
$270K 0.06%
+36,000
316
$268K 0.06%
+3,780
317
$268K 0.06%
+11,420
318
$267K 0.06%
+6,191
319
$265K 0.06%
+15,729
320
$264K 0.06%
+4,364
321
$263K 0.06%
+12,040
322
$263K 0.06%
+5,210
323
$263K 0.06%
+8,526
324
$262K 0.06%
+7,000
325
$260K 0.06%
+3,958
11 12
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