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
426
$21K ﹤0.01%
+10,610
427
$19K ﹤0.01%
+967
428
$12K ﹤0.01%
+289
429
$8K ﹤0.01%
+320
430
$7K ﹤0.01%
+570
431
$6K ﹤0.01%
+380
432
$6K ﹤0.01%
+230
433
$6K ﹤0.01%
+447
434
$6K ﹤0.01%
+2,050
435
$3K ﹤0.01%
+155
436
$3K ﹤0.01%
+150
437
$1K ﹤0.01%
+80
438
$1K ﹤0.01%
+82