WSA

Wall Street Associates Portfolio holdings

AUM $151M
1-Year Est. Return 30.77%
This Quarter Est. Return
1 Year Est. Return
+30.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.52M
3 +$1.45M
4
AVGO icon
Broadcom
AVGO
+$987K
5
ATEN icon
A10 Networks
ATEN
+$897K

Top Sells

1 +$2.91M
2 +$2.74M
3 +$1.86M
4
CASY icon
Casey's General Stores
CASY
+$1.55M
5
EEFT icon
Euronet Worldwide
EEFT
+$1.51M

Sector Composition

1 Technology 27.41%
2 Healthcare 20.64%
3 Consumer Discretionary 15.26%
4 Industrials 12.47%
5 Consumer Staples 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-12,699
277
-3,303
278
-24,232
279
-17,634
280
-43,207
281
-17,634
282
-11,919
283
-4,759
284
-32,761
285
-53,322
286
-30,797
287
-13,673
288
-7,515
289
-51,703
290
-19,118
291
-28,091
292
-5,183
293
-8,116
294
-17,998
295
-9,550
296
-14,328
297
-16,921
298
-27,546
299
-11,384
300
-58,163