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
76
$996K 0.21%
+19,355
77
$991K 0.21%
+19,879
78
$985K 0.21%
+11,939
79
$983K 0.21%
+17,734
80
$958K 0.21%
+4,450
81
$950K 0.2%
+9,616
82
$948K 0.2%
+16,200
83
$925K 0.2%
+32,436
84
$916K 0.2%
+14,831
85
$903K 0.19%
+38,210
86
$902K 0.19%
+13,370
87
$902K 0.19%
+27,540
88
$875K 0.19%
+5,890
89
$874K 0.19%
+7,900
90
$866K 0.19%
+12,583
91
$849K 0.18%
+11,800
92
$843K 0.18%
+20,610
93
$830K 0.18%
+26,080
94
$827K 0.18%
+73,390
95
$804K 0.17%
+16,924
96
$800K 0.17%
+8,900
97
$792K 0.17%
+9,220
98
$775K 0.17%
+11,937
99
$775K 0.17%
+17,592
100
$756K 0.16%
+30,400
2 3
4
5 6