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
$478M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.6M
3
+$4.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.3M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.98M

Top Sells

1
+$28.3M
2
+$7.24M
3
+$3.94M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.15M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.95M

Sector Composition

1 Financials 8.92%
2 Technology 8.2%
3 Healthcare 7.79%
4 Industrials 5.78%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.54%
53,420
-2,300
27
$2.45M 0.51%
52,516
-1,191
28
$2.36M 0.49%
91,587
-46,420
29
$2.3M 0.48%
+33,720
30
$2.2M 0.46%
27,655
-800
31
$2.19M 0.46%
96,832
32
$2.18M 0.46%
92,956
-6,100
33
$2.17M 0.45%
65,433
34
$2.12M 0.44%
86,082
-3,000
35
$2.12M 0.44%
23,996
36
$2.1M 0.44%
31,220
37
$2.1M 0.44%
91,590
-3,233
38
$2.08M 0.43%
32,240
-1,100
39
$2.07M 0.43%
27,240
40
$2.06M 0.43%
49,008
-11,650
41
$2.06M 0.43%
131,800
42
$1.81M 0.38%
26,714
43
$1.81M 0.38%
37,924
44
$1.8M 0.38%
18,678
45
$1.75M 0.37%
27,814
46
$1.75M 0.37%
15,489
+1,499
47
$1.66M 0.35%
14,090
48
$1.6M 0.34%
23,075
+45
49
$1.56M 0.33%
33,640
+172
50
$1.55M 0.32%
13,830
-500
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