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
1
$72.4M 15.57%
+3,444,860
2
$29.1M 6.26%
+261,152
3
$28.3M 6.08%
+584,758
4
$21.7M 4.66%
+326,234
5
$7.29M 1.57%
+80,711
6
$7.24M 1.56%
+202,439
7
$6.82M 1.47%
+481,572
8
$6.77M 1.46%
+89,005
9
$5.59M 1.2%
+50,740
10
$4.87M 1.05%
+140,826
11
$4.56M 0.98%
+53,082
12
$4.55M 0.98%
+41,003
13
$4.39M 0.94%
+37,075
14
$4.24M 0.91%
+193,121
15
$3.94M 0.85%
+104,044
16
$3.86M 0.83%
+50,171
17
$3.85M 0.83%
+144,917
18
$3.82M 0.82%
+72,324
19
$3.73M 0.8%
+90,393
20
$3.7M 0.8%
+33,040
21
$3.69M 0.79%
+20,223
22
$3.54M 0.76%
+132,543
23
$3.47M 0.75%
+138,007
24
$2.81M 0.61%
+70,178
25
$2.73M 0.59%
+31,537
1
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