WA

Wasatch Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$168M
2 +$163M
3 +$118M
4
WING icon
Wingstop
WING
+$115M
5
ACVA icon
ACV Auctions
ACVA
+$88.8M

Top Sells

1 +$187M
2 +$146M
3 +$130M
4
YETI icon
Yeti Holdings
YETI
+$122M
5
HQY icon
HealthEquity
HQY
+$119M

Sector Composition

1 Technology 27.43%
2 Industrials 20.04%
3 Consumer Discretionary 14.44%
4 Healthcare 12.85%
5 Financials 12.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STRL icon
251
Sterling Infrastructure
STRL
$11.3B
-34,183
TCMD icon
252
Tactile Systems Technology
TCMD
$325M
-577,723
TCOM icon
253
Trip.com Group
TCOM
$45.6B
-2,045,587
TRNS icon
254
Transcat
TRNS
$670M
-367,747
XYZ
255
Block Inc
XYZ
$46.8B
-45,458