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
101
$753K 0.16%
+20,792
102
$747K 0.16%
+12,901
103
$744K 0.16%
+900
104
$738K 0.16%
+13,228
105
$735K 0.16%
+21,100
106
$729K 0.16%
+17,146
107
$725K 0.16%
+16,396
108
$724K 0.16%
+13,281
109
$718K 0.15%
+28,680
110
$716K 0.15%
+29,294
111
$710K 0.15%
+34,888
112
$706K 0.15%
+9,680
113
$701K 0.15%
+17,189
114
$700K 0.15%
+16,780
115
$684K 0.15%
+11,612
116
$682K 0.15%
+18,115
117
$678K 0.15%
+7,281
118
$663K 0.14%
+5,761
119
$659K 0.14%
+11,611
120
$658K 0.14%
+9,670
121
$644K 0.14%
+10,250
122
$644K 0.14%
+9,780
123
$641K 0.14%
+10,403
124
$634K 0.14%
+7,322
125
$628K 0.14%
+5,581
3 4
5
6 7