WT
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Wilmington Trust Investment Management, LLC13F | |
| Wilmington Trust Investment Management, LLC | |
| Last update 2014-08-28 | 367 Stocks (32 new) |
| Value $487.00 Mil | Turnover 7 % |
Wilmington Trust Investment Ma... Top Holdings of 2014-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 5,857,684 | 154,109.0 | +11.13% | 31.670 | +3.17% | 0.310 | +8.02% | +3.96% | 57,488.0 | ||
IWO | iShares Russell 2000 Growth ETF | 134,918 | 18,647.0 | -45.81% | 3.830 | -3.16% | 0.320 | +4.22% | -3.80% | 11,322.5 | ||
SCZ | iShares MSCI EAFE Small-Cap ETF | 295,751 | 15,619.0 | +1.51% | 3.210 | +0.05% | 0.150 | +12.79% | +17.45% | 10,317.4 | ||
AAPL | Apple Inc | 551,216 | 12,809.0 | +1.10% | 2.630 | +0.03% | 0.000 | -13.82% | -18.72% | 3,032,807.6 | Hardware | |
VEA | Vanguard FTSE Developed Markets ETF | 206,331 | 8,674.0 | +2.88% | 1.780 | +0.05% | 0.010 | +9.96% | +17.99% | 152,347.0 | ||
MSFT | Microsoft Corp | 149,661 | 6,241.0 | -26.51% | 1.280 | -0.45% | 0.000 | +19.69% | +10.58% | 3,450,855.8 | Software | |
TLT | iShares 20+ Year Treasury Bond ETF | 44,130 | 5,010.0 | 0% | 1.030 | 0% | 0.030 | -4.49% | +0.66% | 51,130.3 | ||
VZ | Verizon Communications Inc | 94,244 | 4,611.0 | -4.17% | 0.950 | -0.04% | 0.000 | +2.80% | +12.16% | 182,880.1 | Telecommunication Services | |
IVE | iShares S&P 500 Value ETF | 45,037 | 4,078.0 | +2.33% | 0.840 | +0.02% | 0.030 | -0.53% | +0.18% | 37,991.9 | ||
IBM | International Business Machines Corp | 22,434 | 4,067.0 | -11.45% | 0.840 | -0.11% | 0.000 | +5.50% | +22.33% | 246,636.3 | Software |
Wilmington Trust Investment Management, LLC's Historical Top Holdings Breakdowns
Wilmington Trust Investment Management, LLC Total Holding History ($B)
Wilmington Trust Investment Management, LLC's Asset Allocation
Wilmington Trust Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wilmington Trust Investment Management, LLC's Hypothetical Growth since 2014-06-30
Wilmington Trust Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wilmington Trust Investment Management, LLC's Holdings Heat Map
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Wilmington Trust Investment Management, LLC's Holdings Bubble Chart
Wilmington Trust Investment Management, LLC News
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