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
401
$201K 0.04%
+7,710
402
$201K 0.04%
+3,000
403
$196K 0.04%
+11,429
404
$189K 0.04%
+10,033
405
$179K 0.04%
+14,970
406
$176K 0.04%
+11,900
407
$174K 0.04%
+12,200
408
$146K 0.03%
+3,483
409
$132K 0.03%
+2,620
410
$129K 0.03%
+16,450
411
$97K 0.02%
+16,900
412
$90K 0.02%
+12,600
413
$89K 0.02%
+11,000
414
$89K 0.02%
+1,472
415
$81K 0.02%
+3,944
416
$67K 0.01%
+2,116
417
$67K 0.01%
+1,080
418
$64K 0.01%
+1,420
419
$58K 0.01%
+959
420
$54K 0.01%
+13,300
421
$52K 0.01%
+1,280
422
$51K 0.01%
+921
423
$48K 0.01%
+3,565
424
$40K 0.01%
+699
425
$32K 0.01%
+500
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