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
351
$242K 0.05%
+3,830
352
$241K 0.05%
+8,854
353
$238K 0.05%
+4,497
354
$237K 0.05%
+2,950
355
$236K 0.05%
+3,940
356
$236K 0.05%
+21,360
357
$236K 0.05%
+33,000
358
$235K 0.05%
+15,693
359
$234K 0.05%
+4,190
360
$234K 0.05%
+2,800
361
$232K 0.05%
+3,810
362
$230K 0.05%
+5,600
363
$228K 0.05%
+4,343
364
$227K 0.05%
+22,380
365
$226K 0.05%
+6,200
366
$225K 0.05%
+17,430
367
$223K 0.05%
+7,134
368
$222K 0.05%
+1,200
369
$221K 0.05%
+5,891
370
$221K 0.05%
+628,400
371
$220K 0.05%
+5,780
372
$220K 0.05%
+9,205
373
$219K 0.05%
+9,500
374
$219K 0.05%
+4,700
375
$217K 0.05%
+4,801
13 14
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