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
$10.2B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$41.8M
3
+$33.6M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$32.9M
5
CAG icon
Conagra Brands
CAG
+$32M

Top Sells

1
+$73.3M
2
+$60.2M
3
+$30.8M
4
EGN
Energen
EGN
+$28.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$26.3M

Sector Composition

1 Industrials 20.81%
2 Technology 16.55%
3 Financials 10.19%
4 Healthcare 9.77%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.3M 0.04%
271,099
-77,260
252
$4.3M 0.04%
275,363
-144,972
253
$4.13M 0.04%
203,491
254
$4.08M 0.04%
92,109
-373
255
$4.07M 0.04%
34,415
256
$4.06M 0.04%
55,800
257
$4M 0.04%
122,061
-12,449
258
$3.99M 0.04%
63,009
+233
259
$3.97M 0.04%
150,229
-100,322
260
$3.9M 0.04%
69,569
+225
261
$3.9M 0.04%
+90,606
262
$3.83M 0.04%
33,300
-30,000
263
$3.83M 0.04%
+325,516
264
$3.76M 0.04%
405,000
265
$3.76M 0.04%
226,395
266
$3.74M 0.04%
57,192
-159
267
$3.72M 0.04%
460,610
268
$3.71M 0.04%
217,477
+169,759
269
$3.7M 0.04%
303,800
+77,000
270
$3.67M 0.04%
63,010
271
$3.65M 0.04%
31,100
272
$3.6M 0.04%
90,227
-7,271
273
$3.59M 0.04%
+53,538
274
$3.59M 0.04%
+265,000
275
$3.58M 0.04%
+30,700
9 10
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