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
$478M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.6M
3
+$4.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.3M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.98M

Top Sells

1
+$28.3M
2
+$7.24M
3
+$3.94M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.15M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.95M

Sector Composition

1 Financials 8.92%
2 Technology 8.2%
3 Healthcare 7.79%
4 Industrials 5.78%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$469K 0.1%
10,960
177
$468K 0.1%
13,870
178
$462K 0.1%
12,712
179
$461K 0.1%
4,664
180
$458K 0.1%
9,070
181
$458K 0.1%
21,658
182
$456K 0.1%
5,110
183
$454K 0.1%
26,000
184
$452K 0.09%
25,760
-3,800
185
$450K 0.09%
5,386
186
$449K 0.09%
7,770
187
$447K 0.09%
14,271
+224
188
$443K 0.09%
11,764
189
$443K 0.09%
10,774
+132
190
$441K 0.09%
30,260
191
$440K 0.09%
12,610
192
$439K 0.09%
18,600
193
$432K 0.09%
6,520
194
$432K 0.09%
20,450
195
$430K 0.09%
8,484
-8,440
196
$429K 0.09%
6,545
197
$421K 0.09%
4,619
198
$420K 0.09%
5,430
-900
199
$418K 0.09%
4,238
200
$418K 0.09%
8,921
6 7
8
9 10