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
201
$415K 0.09%
9,540
202
$414K 0.09%
5,600
-900
203
$413K 0.09%
2,570
204
$412K 0.09%
35,060
205
$411K 0.09%
8,130
206
$410K 0.09%
9,783
+186
207
$404K 0.08%
12,717
+110
208
$404K 0.08%
9,030
209
$397K 0.08%
9,150
210
$395K 0.08%
4,150
211
$394K 0.08%
3,700
+250
212
$392K 0.08%
6,180
213
$385K 0.08%
14,145
214
$384K 0.08%
4,970
215
$383K 0.08%
5,322
216
$382K 0.08%
14,624
217
$382K 0.08%
1,460
218
$381K 0.08%
10,200
219
$381K 0.08%
7,752
-1,400
220
$378K 0.08%
13,346
221
$371K 0.08%
4,889
222
$366K 0.08%
7,634
223
$364K 0.08%
11,230
224
$364K 0.08%
6,240
225
$363K 0.08%
9,898
7 8
9
10 11