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
$478M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.6M
3
+$4.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.3M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.98M

Top Sells

1
+$28.3M
2
+$7.24M
3
+$3.94M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.15M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.95M

Sector Composition

1 Financials 8.92%
2 Technology 8.2%
3 Healthcare 7.79%
4 Industrials 5.78%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$221K 0.05%
3,940
352
$221K 0.05%
5,255
353
$220K 0.05%
1,200
354
$218K 0.05%
4,500
355
$217K 0.05%
+6,800
356
$216K 0.05%
510
-200
357
$216K 0.05%
3,180
358
$215K 0.05%
+6,300
359
$214K 0.04%
+4,200
360
$213K 0.04%
10,730
361
$213K 0.04%
+23,979
362
$213K 0.04%
7,710
363
$213K 0.04%
11,429
364
$212K 0.04%
+1,450
365
$211K 0.04%
+2,740
366
$210K 0.04%
+8,200
367
$210K 0.04%
2,673
-822
368
$210K 0.04%
+5,290
369
$209K 0.04%
8,854
370
$208K 0.04%
3,344
-1,153
371
$208K 0.04%
7,600
372
$208K 0.04%
2,740
-900
373
$208K 0.04%
+2,580
374
$207K 0.04%
+4,728
375
$207K 0.04%
1,228
-501
13 14
15
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