WA

Wasatch Advisors Portfolio holdings

AUM $18.6B
1-Year Est. Return 10.05%
This Quarter Est. Return
1 Year Est. Return
+10.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$174M
2 +$98.1M
3 +$97.3M
4
SBH icon
Sally Beauty Holdings
SBH
+$74.8M
5
PJT icon
PJT Partners
PJT
+$68.6M

Top Sells

1 +$319M
2 +$127M
3 +$124M
4
INSP icon
Inspire Medical Systems
INSP
+$111M
5
NSA icon
National Storage Affiliates Trust
NSA
+$86.2M

Sector Composition

1 Technology 25.36%
2 Industrials 22.71%
3 Consumer Discretionary 14.81%
4 Healthcare 13.43%
5 Financials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TGNA icon
251
TEGNA Inc
TGNA
$3.04B
-3,242,220
VMD icon
252
Viemed Healthcare
VMD
$277M
-1,546,010
BASE
253
DELISTED
Couchbase
BASE
-245,929