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
$15.8B
AUM Growth
-$4.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$89.3M
3
+$69M
4
SPT icon
Sprout Social
SPT
+$67.1M
5
LZ icon
LegalZoom.com
LZ
+$66.1M

Top Sells

1
+$196M
2
+$130M
3
+$120M
4
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$119M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$92.6M

Sector Composition

1 Technology 24.96%
2 Healthcare 17.84%
3 Consumer Discretionary 14.95%
4 Financials 14.72%
5 Industrials 13.3%
Name Market Value Portfolio Weight Shares or Principal Change
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