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
51
$1.53M 0.32%
30,400
52
$1.52M 0.32%
15,210
53
$1.41M 0.3%
22,133
+1,639
54
$1.4M 0.29%
15,571
-1,038
55
$1.39M 0.29%
40,562
+155
56
$1.38M 0.29%
20,500
57
$1.35M 0.28%
17,830
58
$1.34M 0.28%
17,320
59
$1.34M 0.28%
18,742
60
$1.31M 0.27%
8,300
-500
61
$1.31M 0.27%
34,088
-424
62
$1.3M 0.27%
29,106
63
$1.3M 0.27%
14,233
+52
64
$1.26M 0.26%
19,020
-7,220
65
$1.26M 0.26%
53,484
66
$1.25M 0.26%
22,081
-1,100
67
$1.25M 0.26%
+37,320
68
$1.25M 0.26%
25,600
-1,400
69
$1.22M 0.26%
33,320
-1,900
70
$1.19M 0.25%
70,400
71
$1.19M 0.25%
15,400
-800
72
$1.18M 0.25%
15,167
-24
73
$1.18M 0.25%
14,868
74
$1.14M 0.24%
13,284
+63
75
$1.12M 0.23%
17,734
1 2
3
4 5