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
376
$207K 0.04%
+6,960
377
$205K 0.04%
5,870
378
$204K 0.04%
4,540
-1,400
379
$203K 0.04%
+5,000
380
$203K 0.04%
4,334
381
$203K 0.04%
12,200
382
$202K 0.04%
4,500
383
$201K 0.04%
4,873
+72
384
$200K 0.04%
+4,295
385
$199K 0.04%
14,970
386
$196K 0.04%
10,033
387
$158K 0.03%
3,483
388
$152K 0.03%
+10,030
389
$139K 0.03%
+12,050
390
$136K 0.03%
16,450
391
$136K 0.03%
16,900
392
$121K 0.03%
2,620
393
$104K 0.02%
+16,698
394
$99K 0.02%
12,600
395
$91K 0.02%
3,944
396
$80K 0.02%
11,000
397
$73K 0.02%
765
+66
398
$66K 0.01%
+11,200
399
$65K 0.01%
1,420
400
$60K 0.01%
959
14 15
16
17 18