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
376
$216K 0.05%
+6,210
377
$215K 0.05%
+2,950
378
$214K 0.05%
+1,970
379
$213K 0.05%
+4,080
380
$212K 0.05%
+5,255
381
$212K 0.05%
+3,581
382
$211K 0.05%
+1,290
383
$211K 0.05%
+6,300
384
$209K 0.04%
+3,530
385
$208K 0.04%
+4,500
386
$207K 0.04%
+4,836
387
$207K 0.04%
+10,730
388
$207K 0.04%
+4,500
389
$206K 0.04%
+4,310
390
$205K 0.04%
+3,364
391
$204K 0.04%
+6,180
392
$203K 0.04%
+10,842
393
$203K 0.04%
+7,600
394
$203K 0.04%
+4,139
395
$203K 0.04%
+4,178
396
$202K 0.04%
+5,870
397
$202K 0.04%
+6,287
398
$202K 0.04%
+3,180
399
$202K 0.04%
+4,334
400
$201K 0.04%
+5,720
14 15
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