WSA

Wall Street Associates Portfolio holdings

AUM $151M
1-Year Est. Return 30.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.3%
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 +$1.9M
2 +$1.75M
3 +$1.43M
4
ATEN icon
A10 Networks
ATEN
+$904K
5
AVGO icon
Broadcom
AVGO
+$864K

Top Sells

1 +$2.91M
2 +$2.74M
3 +$1.6M
4
CASY icon
Casey's General Stores
CASY
+$1.55M
5
EEFT icon
Euronet Worldwide
EEFT
+$1.51M

Sector Composition

1 Technology 28.29%
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
301
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304
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305
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307
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312
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314
-3,816