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
26
$2.71M 0.58%
+53,707
27
$2.69M 0.58%
+60,611
28
$2.67M 0.57%
+55,720
29
$2.51M 0.54%
+195,014
30
$2.42M 0.52%
+60,658
31
$2.41M 0.52%
+99,056
32
$2.33M 0.5%
+28,455
33
$2.3M 0.49%
+94,823
34
$2.21M 0.48%
+89,082
35
$2.11M 0.45%
+27,240
36
$2.1M 0.45%
+33,340
37
$2.02M 0.43%
+96,832
38
$2.01M 0.43%
+65,433
39
$1.91M 0.41%
+31,220
40
$1.85M 0.4%
+18,678
41
$1.83M 0.39%
+131,800
42
$1.8M 0.39%
+26,240
43
$1.73M 0.37%
+37,924
44
$1.72M 0.37%
+23,996
45
$1.57M 0.34%
+13,990
46
$1.56M 0.34%
+26,714
47
$1.49M 0.32%
+33,468
48
$1.44M 0.31%
+14,090
49
$1.43M 0.31%
+27,814
50
$1.42M 0.31%
+16,609
1
2
3 4 5