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
201
$413K 0.09%
+12,712
202
$412K 0.09%
+5,200
203
$410K 0.09%
+9,150
204
$407K 0.09%
+23,550
205
$405K 0.09%
+8,921
206
$404K 0.09%
+11,630
207
$403K 0.09%
+7,770
208
$398K 0.09%
+6,520
209
$397K 0.09%
+4,664
210
$396K 0.09%
+8,250
211
$394K 0.08%
+2,570
212
$394K 0.08%
+8,889
213
$394K 0.08%
+9,030
214
$391K 0.08%
+4,889
215
$390K 0.08%
+5,322
216
$389K 0.08%
+6,180
217
$389K 0.08%
+5,800
218
$387K 0.08%
+4,200
219
$382K 0.08%
+6,240
220
$381K 0.08%
+9,540
221
$376K 0.08%
+7,100
222
$376K 0.08%
+13,346
223
$374K 0.08%
+4,619
224
$373K 0.08%
+26,000
225
$369K 0.08%
+8,130
7 8
9
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