WTIM
Wilmington Trust Investment Management Portfolio holdings
AUM
$492M
1-Year Return
25.19%
This Quarter Return
+1.55%
1 Year Return
+25.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$496M
AUM Growth
-$7.47M
(-1.5%)
Cap. Flow
-$14.3M
Cap. Flow
% of AUM
-2.88%
Top 10 Holdings %
Top 10 Hldgs %
46.22%
Holding
433
New
29
Increased
144
Reduced
151
Closed
53
Top Buys
| 1 |
Microsoft
MSFT
|
+$2.41M |
| 2 |
Verizon
VZ
|
+$2.27M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$2.12M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.01M |
| 5 |
Apple
AAPL
|
+$1.69M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$3.53M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$3.26M |
| 3 |
GE Aerospace
GE
|
+$2.23M |
| 4 |
Wells Fargo
WFC
|
+$1.98M |
| 5 |
Chevron
CVX
|
+$1.9M |
Sector Composition
| 1 | Technology | 9.79% |
| 2 | Healthcare | 7.75% |
| 3 | Financials | 6.33% |
| 4 | Industrials | 6.07% |
| 5 | Consumer Discretionary | 5.74% |
