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
326
$260K 0.06%
+4,750
327
$260K 0.06%
+4,840
328
$259K 0.06%
+6,127
329
$259K 0.06%
+67
330
$257K 0.06%
+1,480
331
$257K 0.06%
+2,425
332
$256K 0.06%
+5,036
333
$256K 0.06%
+6,595
334
$255K 0.05%
+35,000
335
$255K 0.05%
+12,815
336
$254K 0.05%
+3,495
337
$253K 0.05%
+3,620
338
$253K 0.05%
+5,940
339
$251K 0.05%
+2,510
340
$251K 0.05%
+1,960
341
$250K 0.05%
+11,578
342
$250K 0.05%
+1,729
343
$250K 0.05%
+3,232
344
$249K 0.05%
+25,600
345
$249K 0.05%
+4,100
346
$249K 0.05%
+4,308
347
$249K 0.05%
+2,990
348
$249K 0.05%
+6,010
349
$247K 0.05%
+3,401
350
$243K 0.05%
+6,407
12 13
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