WTIM
Wilmington Trust Investment Management Portfolio holdings
AUM
$492M
This Quarter Return
+5.31%
1 Year Return
+25.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$492M
AUM Growth
-$3.92M
(-0.79%)
Cap. Flow
-$26.3M
Cap. Flow
% of AUM
-5.33%
Top 10 Holdings %
Top 10 Hldgs %
48.2%
Holding
412
New
32
Increased
45
Reduced
203
Closed
39
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$15.4M |
| 2 |
LyondellBasell Industries
LYB
|
$1.04M |
| 3 |
Walt Disney
DIS
|
$729K |
| 4 |
American Airlines Group
AAL
|
$700K |
| 5 |
Crown Castle
CCI
|
$636K |
Top Sells
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$15.8M |
| 2 |
Microsoft
MSFT
|
$2.25M |
| 3 |
EOG Resources
EOG
|
$1.29M |
| 4 |
Walmart
WMT
|
$1.1M |
| 5 |
RTX Corp
RTX
|
$1.09M |
Sector Composition
| 1 | Technology | 9.56% |
| 2 | Healthcare | 7.59% |
| 3 | Communication Services | 6.09% |
| 4 | Industrials | 5.87% |
| 5 | Financials | 5.47% |
