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
51
$1.42M 0.3%
+40,407
52
$1.41M 0.3%
+14,330
53
$1.39M 0.3%
+23,030
54
$1.39M 0.3%
+34,512
55
$1.39M 0.3%
+15,210
56
$1.34M 0.29%
+17,320
57
$1.33M 0.29%
+17,830
58
$1.33M 0.29%
+8,800
59
$1.32M 0.28%
+23,181
60
$1.27M 0.27%
+35,220
61
$1.23M 0.26%
+18,742
62
$1.23M 0.26%
+14,181
63
$1.22M 0.26%
+37,320
64
$1.21M 0.26%
+27,000
65
$1.2M 0.26%
+29,106
66
$1.18M 0.25%
+20,494
67
$1.18M 0.25%
+20,500
68
$1.16M 0.25%
+53,484
69
$1.13M 0.24%
+14,868
70
$1.11M 0.24%
+15,191
71
$1.11M 0.24%
+13,221
72
$1.09M 0.23%
+70,400
73
$1.06M 0.23%
+21,608
74
$1.03M 0.22%
+29,506
75
$1.01M 0.22%
+17,672
1 2
3
4 5