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
176
$442K 0.1%
+57,120
177
$442K 0.1%
+3,500
178
$441K 0.09%
+29,560
179
$441K 0.09%
+5,386
180
$440K 0.09%
+12,970
181
$436K 0.09%
+12,610
182
$434K 0.09%
+8,790
183
$434K 0.09%
+9,597
184
$434K 0.09%
+20,450
185
$433K 0.09%
+5,110
186
$432K 0.09%
+9,070
187
$432K 0.09%
+6,530
188
$432K 0.09%
+10,959
189
$431K 0.09%
+30,260
190
$430K 0.09%
+5,880
191
$430K 0.09%
+12,607
192
$429K 0.09%
+10,642
193
$428K 0.09%
+5,460
194
$425K 0.09%
+10,259
195
$423K 0.09%
+3,900
196
$422K 0.09%
+9,270
197
$422K 0.09%
+8,200
198
$422K 0.09%
+9,152
199
$421K 0.09%
+6,330
200
$417K 0.09%
+3,088
6 7
8
9 10