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
$496M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$2.27M
3 +$2.12M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.69M

Top Sells

1 +$3.53M
2 +$3.26M
3 +$2.23M
4
WFC icon
Wells Fargo
WFC
+$1.98M
5
CVX icon
Chevron
CVX
+$1.9M

Sector Composition

1 Technology 9.75%
2 Healthcare 7.75%
3 Financials 6.33%
4 Industrials 6.11%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MHK icon
426
Mohawk Industries
MHK
$7.59B
-1,370
MUR icon
427
Murphy Oil
MUR
$4.84B
-3,750
NLY icon
428
Annaly Capital Management
NLY
$16.7B
-5,370
RPM icon
429
RPM International
RPM
$14.2B
-7,752
SLM icon
430
SLM Corp
SLM
$5.45B
-23,979
SON icon
431
Sonoco
SON
$4.8B
-5,396
TRV icon
432
Travelers Companies
TRV
$60.1B
-6,937
TXT icon
433
Textron
TXT
$16.6B
-7,710