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
126
$623K 0.13%
+8,530
127
$621K 0.13%
+10,274
128
$615K 0.13%
+2,720
129
$609K 0.13%
+9,249
130
$601K 0.13%
+9,210
131
$597K 0.13%
+6,060
132
$596K 0.13%
+2,320
133
$592K 0.13%
+12,120
134
$591K 0.13%
+10,603
135
$590K 0.13%
+6,970
136
$586K 0.13%
+5,407
137
$585K 0.13%
+11,740
138
$579K 0.12%
+11,934
139
$570K 0.12%
+6,797
140
$560K 0.12%
+6,890
141
$554K 0.12%
+6,937
142
$547K 0.12%
+19,500
143
$546K 0.12%
+6,100
144
$545K 0.12%
+8,778
145
$541K 0.12%
+7,390
146
$537K 0.12%
+19,458
147
$536K 0.12%
+18,460
148
$522K 0.11%
+7,550
149
$509K 0.11%
+7,017
150
$509K 0.11%
+14,766
4 5
6
7 8