WILMINGTON TRUST CO

data from 30/06/2014

Capitalization

$ 6.005 B 3.30 %

Average holding period

4 ans

Performance

$ 979.288 M 17.66 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WILMINGTON TRUST CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/06/30 DD E I DUPONT DE NEMOURS & C 7.19% 431.852 M $ 6599218 2013/06/30 19.111 M $ 4.28 %
2014/06/30 VEA VANGUARD FTSE DEVELOPED M 5.30% 318.506 M $ 7478425 2013/06/30 9.467 M $ 3.20 %
2014/06/30 IVW ISHARES S&P 500 GROWTH ET 5.14% 308.832 M $ 2935954 2013/06/30 15.179 M $ 5.37 %
2014/06/30 XOM EXXON MOBIL CORP 3.03% 182.207 M $ 1809756 2013/06/30 5.502 M $ 3.07 %
2014/06/30 JNJ JOHNSON & JOHNSON 2.72% 163.561 M $ 1563388 2013/06/30 9.869 M $ 6.51 %
2014/06/30 COP CONOCOPHILLIPS 2.66% 159.873 M $ 1864852 2013/06/30 29.969 M $ 21.86 %
2014/06/30 VWO VANGUARD FTSE EMERGING MA 2.65% 159.003 M $ 3686600 2013/06/30 9.275 M $ 6.28 %
2014/06/30 IWF ISHARES RUSSELL 1000 GROW 2.59% 155.786 M $ 1713251 2013/06/30 7.354 M $ 5.07 %
2014/06/30 EFA ISHARES MSCI EAFE ETF 2.39% 143.754 M $ 2102584 2013/06/30 2.403 M $ 1.74 %
2014/06/30 EBAY EBAY INC COM 2.19% 131.685 M $ 2630541 2013/06/30 -26.724 M $ -9.38 %
2014/06/30 GE GENERAL ELECTRIC COMPANY 2.06% 123.438 M $ 4697044 2013/06/30 1.141 M $ 0.93 %
2014/06/30 IVE ISHARES S&P 500 VALUE ETF 1.65% 99.078 M $ 1097450 2013/06/30 3.885 M $ 3.89 %
2014/06/30 MRK MERCK & CO INC 1.50% 89.957 M $ 1554982 2013/06/30 1.672 M $ 1.90 %
2014/06/30 AAPL APPLE INC 1.26% 75.639 M $ 813943 2013/06/30 13.139 M $ 21.18 %
2014/06/30 IWD ISHARES RUSSELL 1000 VALU 1.21% 72.751 M $ 718381 2013/06/30 3.672 M $ 4.94 %
2014/06/30 PSX PHILLIPS 66 1.19% 71.434 M $ 888147 2013/06/30 3.001 M $ 4.37 %
2014/06/30 CVX CHEVRON CORP 1.10% 66.331 M $ 508092 2013/06/30 5.768 M $ 9.79 %
2014/06/30 PG PROCTER & GAMBLE CO COM 0.99% 59.334 M $ 754981 2013/06/30 -1.489 M $ -2.49 %
2014/06/30 PEP PEPSICO INC COM 0.98% 58.645 M $ 656423 2013/06/30 3.829 M $ 6.99 %
2014/06/30 IWP ISHARES RUSSELL MID-CAP G 0.96% 57.854 M $ 645978 2013/06/30 2.056 M $ 4.38 %
2014/06/30 SPY SPDR S&P 500 ETF 0.93% 56.021 M $ 286230 2013/06/30 2.508 M $ 4.66 %
2014/06/30 KO COCA COLA CO COM 0.93% 55.596 M $ 1312469 2013/06/30 4.783 M $ 9.57 %
2014/06/30 IVV ISHARES CORE S&P 500 ETF 0.90% 54.296 M $ 275614 2013/06/30 2.118 M $ 4.71 %
2014/06/30 IWR ISHARES RUSSELL MID-CAP E 0.87% 52.117 M $ 320600 2013/06/30 2.207 M $ 5.04 %
2014/06/30 IWO ISHARES RUSSELL 2000 GROW 0.84% 50.681 M $ 366137 2013/06/30 778.719 K $ 1.73 %
2014/06/30 IBM IBM CORPORATION 0.81% 48.708 M $ 268708 2013/06/30 -2.998 M $ -5.83 %
2014/06/30 MMM 3M CO 0.80% 48.163 M $ 336247 2013/06/30 2.138 M $ 4.67 %
2014/06/30 EFG ISHARES MSCI EAFE GROWTH 0.78% 46.672 M $ 644197 2013/06/30 925.924 K $ 2.11 %
2014/06/30 JPM JPMORGAN CHASE & CO 0.78% 46.637 M $ 809394 2013/06/30 -2.473 M $ -5.09 %
2014/06/30 IJT ISHARES S&P SM-CAP 600 GR 0.75% 45.033 M $ 372817 2013/06/30 624.605 K $ 1.53 %
2014/06/30 IJH ISHARES CORE S&P MID-CAP 0.74% 44.163 M $ 308666 2013/06/30 1.286 M $ 4.11 %
2014/06/30 INTC INTEL CORP COM 0.73% 43.712 M $ 1414632 2013/06/30 7.122 M $ 19.72 %
2014/06/30 EEM ISHARES MSCI EMERGING MAR 0.69% 41.586 M $ 961964 2013/06/30 2.141 M $ 5.41 %
2014/06/30 IWM ISHARES RUSSELL 2000 ETF 0.66% 39.856 M $ 335458 2013/06/30 668.717 K $ 2.12 %
2014/06/30 UNITED TECHNOLOGIES CORP 0.66% 39.455 M $ 341759 2013/06/30 -467.131 K $ -1.19 %
2014/06/30 PM PHILIP MORRIS INTL INC 0.65% 38.919 M $ 461612 2013/06/30 1.128 M $ 2.98 %
2014/06/30 SLB SCHLUMBERGER LTD 0.64% 38.383 M $ 325417 2013/06/30 6.256 M $ 20.97 %
2014/06/30 BMY BRISTOL-MYERS SQUIBB CO 0.63% 38.047 M $ 784306 2013/06/30 -2.834 M $ -6.62 %
2014/06/30 QCOM QUALCOMM INC COM 0.62% 37.378 M $ 471937 2013/06/30 149.125 K $ 0.43 %
2014/06/30 MSFT MICROSOFT CORP 0.61% 36.392 M $ 872697 2013/06/30 601.824 K $ 1.73 %
2014/06/30 PFE PFIZER INC 0.58% 34.810 M $ 1172880 2013/06/30 -3.028 M $ -7.58 %
2014/06/30 IJS ISHARES S&P SMALL-CAP 600 0.52% 31.388 M $ 271922 2013/06/30 523.042 K $ 1.75 %
2014/06/30 ADP AUTOMATIC DATA PROCESSING 0.51% 30.922 M $ 390044 2013/06/30 791.882 K $ 2.61 %
2014/06/30 APD AIR PRODUCTS & CHEMICALS 0.50% 29.810 M $ 231763 2013/06/30 2.210 M $ 8.05 %
2014/06/30 IWS ISHARES RUSSELL MID-CAP V 0.48% 29.060 M $ 400217 2013/06/30 1.760 M $ 5.65 %
2014/06/30 IWN ISHARES RUSSELL 2000 VALU 0.47% 28.380 M $ 274832 2013/06/30 564.077 K $ 2.40 %
2014/06/30 ROYAL DUTCH SHELL PLC-ADR 0.44% 26.440 M $ 320986 2013/06/30 2.972 M $ 12.74 %
2014/06/30 WAUSAU PAPER CORP 0.43% 26.006 M $ 2403531 2013/06/30 -4.591 M $ -15.00 %
2014/06/30 VZ VERIZON COMMUNICATIONS CO 0.43% 25.908 M $ 529508 2013/06/30 706.877 K $ 2.86 %
2014/06/30 EMR EMERSON ELECTRIC CO 0.43% 25.818 M $ 389063 2013/06/30 -167.579 K $ -0.66 %
2014/06/30 CSCO CISCO SYSTEMS INC 0.42% 25.009 M $ 1006401 2013/06/30 2.291 M $ 10.84 %
2014/06/30 WFC WELLS FARGO & CO 0.41% 24.705 M $ 470044 2013/06/30 1.279 M $ 5.67 %
2014/06/30 TROW T ROWE PRICE GROUP INC CO 0.40% 24.077 M $ 285242 2013/06/30 587.464 K $ 2.50 %
2014/06/30 T AT&T INC 0.40% 23.919 M $ 676450 2013/06/30 194.788 K $ 0.83 %
2014/06/30 MDT MEDTRONIC INC 0.39% 23.695 M $ 371623 2013/06/30 826.414 K $ 3.61 %
2014/06/30 IWB ISHARES RUSSELL 1000 ETF 0.39% 23.685 M $ 215099 2013/06/30 1.147 M $ 5.10 %
2014/06/30 ABBV ABBVIE INC 0.39% 23.340 M $ 413536 2013/06/30 1.996 M $ 9.81 %
2014/06/30 UNP UNION PACIFIC CORP COM 0.38% 22.762 M $ 228193 2013/06/30 1.333 M $ 6.31 %
2014/06/30 ICF ISHARES COHEN & STEERS RE 0.38% 22.695 M $ 259881 2013/06/30 1.328 M $ 6.20 %
2014/06/30 MO ALTRIA GROUP INC 0.36% 21.616 M $ 515407 2013/06/30 2.350 M $ 12.05 %
2014/06/30 ORCL ORACLE CORPORATION COM 0.33% 19.644 M $ 484698 2013/06/30 -179.848 K $ -0.93 %
2014/06/30 IJR ISHARES CORE S&P SMALL-CA 0.32% 19.458 M $ 173596 2013/06/30 282.016 K $ 1.78 %
2014/06/30 BP BP PLC SPONSORED ADR 0.29% 17.633 M $ 334283 2013/06/30 1.552 M $ 9.67 %
2014/06/30 NVS NOVARTIS AG ADR 0.29% 17.502 M $ 193327 2013/06/30 998.186 K $ 6.05 %
2014/06/30 WALGREEN COMPANY COMMON 0.29% 17.457 M $ 235497 2013/06/30 1.802 M $ 12.27 %
2014/06/30 DVY ISHARES SELECT DIVIDEND E 0.29% 17.338 M $ 225228 2013/06/30 818.057 K $ 4.99 %
2014/06/30 UPS UNITED PARCEL SERVICE CL 0.28% 17.089 M $ 166465 2013/06/30 866.474 K $ 5.42 %
2014/06/30 AXP AMERICAN EXPRESS CO 0.27% 16.442 M $ 173317 2013/06/30 824.363 K $ 5.38 %
2014/06/30 SEP SPECTRA ENERGY CORP 0.27% 16.080 M $ 378531 2013/06/30 1.687 M $ 11.91 %
2014/06/30 TRV THE TRAVELERS COMPANIES I 0.27% 15.964 M $ 169693 2013/06/30 1.528 M $ 10.54 %
2014/06/30 DIS DISNEY WALT CO 0.26% 15.787 M $ 184127 2013/06/30 891.533 K $ 7.08 %
2014/06/30 CAT CATERPILLAR INC 0.26% 15.535 M $ 142964 2013/06/30 1.319 M $ 9.36 %
2014/06/30 GILD GILEAD SCIENCES INC COM 0.25% 15.005 M $ 180974 2013/06/30 1.780 M $ 17.00 %
2014/06/30 PCP PRECISION CASTPARTS CORP 0.25% 14.882 M $ 58963 2013/06/30 0.000 $ 0.00 %
2014/06/30 MET METLIFE INC 0.25% 14.738 M $ 265259 2013/06/30 717.520 K $ 5.23 %
2014/06/30 CHUBB CORP 0.25% 14.730 M $ 159819 2013/06/30 456.548 K $ 3.21 %
2014/06/30 PNC PNC FINANCIAL SERVICES GR 0.24% 14.536 M $ 163228 2013/06/30 354.225 K $ 2.36 %
2014/06/30 OXY OCCIDENTAL PETROLEUM CORP 0.24% 14.532 M $ 141601 2013/06/30 1.005 M $ 7.70 %
2014/06/30 ABT ABBOTT LABORATORIES 0.24% 14.394 M $ 351935 2013/06/30 820.962 K $ 6.21 %
2014/06/30 DHR DANAHER CORP COM 0.24% 14.380 M $ 182658 2013/06/30 607.928 K $ 4.96 %
2014/06/30 SYY SYSCO CORP COMMON 0.24% 14.322 M $ 382454 2013/06/30 506.932 K $ 3.65 %
2014/06/30 NSC NORFOLK SOUTHERN CORP 0.23% 13.972 M $ 135615 2013/06/30 790.765 K $ 6.03 %
2014/06/30 HD HOME DEPOT INC COM 0.22% 13.375 M $ 165202 2013/06/30 297.825 K $ 2.31 %
2014/06/30 ESRX EXPRESS SCRIPTS HOLDING C 0.22% 13.337 M $ 192368 2013/06/30 -1.062 M $ -7.67 %
2014/06/30 MDU MDU RES GROUP INC 0.22% 13.305 M $ 379043 2013/06/30 299.483 K $ 2.30 %
2014/06/30 MTB M & T BANK CORP 0.22% 13.283 M $ 107081 2013/06/30 162.698 K $ 2.27 %
2014/06/30 IJK ISHARES S&P MID-CAP 400 G 0.21% 12.793 M $ 81441 2013/06/30 318.539 K $ 2.72 %
2014/06/30 GOOGL GOOGLE INC CL A 0.21% 12.624 M $ 21592 2013/06/30 1.087 M $ 4.80 %
2014/06/30 LMT LOCKHEED MARTIN CORPORATI 0.21% 12.475 M $ 77617 2013/06/30 -193.450 K $ -1.54 %
2014/06/30 AMGN AMGEN INC COM 0.20% 12.298 M $ 103897 2013/06/30 -390.825 K $ -4.03 %
2014/06/30 DOV DOVER CORP COMMON 0.20% 12.220 M $ 134361 2013/06/30 1.199 M $ 11.25 %
2014/06/30 NEE NEXTERA ENERGY INC 0.20% 12.205 M $ 119095 2013/06/30 780.019 K $ 7.15 %
2014/06/30 GOOG GOOGLE INC CLASS C 0.20% 12.084 M $ 21006 2014/06/30 0.000 $ 0.00 %
2014/06/30 EMC EMC CORP MASS COM 0.20% 11.776 M $ 447085 2013/06/30 0.000 $ 0.00 %
2014/06/30 TGT TARGET CORP COM 0.19% 11.476 M $ 198045 2013/06/30 -748.984 K $ -4.23 %
2014/06/30 CVS CVS/CAREMARK CORP 0.19% 11.135 M $ 147740 2013/06/30 74.062 K $ 0.68 %
2014/06/30 PBCT PEOPLES UNITED FINANCIAL 0.18% 10.936 M $ 720892 2013/06/30 216.004 K $ 2.02 %
2014/06/30 MCD MCDONALD'S CORPORATION 0.18% 10.597 M $ 105201 2013/06/30 276.823 K $ 2.76 %
2014/06/30 LLY LILLY ELI & COMPANY COMMO 0.17% 10.271 M $ 165220 2013/06/30 556.503 K $ 5.62 %
2014/06/30 IJJ ISHARES S&P MID-CAP 400 V 0.17% 10.107 M $ 79631 2013/06/30 519.740 K $ 5.40 %