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
151
$496K 0.11%
+14,047
152
$494K 0.11%
+6,500
153
$491K 0.11%
+4,290
154
$489K 0.11%
+6,760
155
$489K 0.11%
+5,800
156
$485K 0.1%
+7,636
157
$480K 0.1%
+13,510
158
$477K 0.1%
+21,658
159
$473K 0.1%
+12,625
160
$473K 0.1%
+13,209
161
$470K 0.1%
+13,870
162
$470K 0.1%
+18,690
163
$466K 0.1%
+7,245
164
$461K 0.1%
+6,345
165
$460K 0.1%
+3,180
166
$459K 0.1%
+7,640
167
$457K 0.1%
+6,900
168
$453K 0.1%
+9,420
169
$451K 0.1%
+5,692
170
$448K 0.1%
+10,960
171
$448K 0.1%
+63,800
172
$444K 0.1%
+11,764
173
$443K 0.1%
+11,600
174
$443K 0.1%
+10,706
175
$443K 0.1%
+13,300
5 6
7
8 9