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
326
$258K 0.05%
1,228
327
$257K 0.05%
12,815
328
$256K 0.05%
10,033
329
$254K 0.05%
5,244
+371
330
$254K 0.05%
5,530
331
$244K 0.05%
510
332
$243K 0.05%
+4,820
333
$243K 0.05%
3,940
334
$243K 0.05%
3,750
335
$243K 0.05%
6,180
336
$242K 0.05%
10,730
337
$241K 0.05%
5,290
338
$240K 0.05%
4,905
-1,286
339
$239K 0.05%
8,514
-4,832
340
$238K 0.05%
2,200
341
$235K 0.05%
3,180
342
$234K 0.05%
4,295
343
$234K 0.05%
7,310
344
$234K 0.05%
2,740
345
$234K 0.05%
6,960
346
$233K 0.05%
+3,318
347
$232K 0.05%
8,854
348
$232K 0.05%
2,580
349
$232K 0.05%
5,600
350
$231K 0.05%
2,740
12 13
14
15 16