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WA

Wasatch Advisors Portfolio holdings

AUM $15.1B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$968M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$82.8M
3
+$82.8M
4
CWAN icon
Clearwater Analytics
CWAN
+$80M
5
ICFI icon
ICF International
ICFI
+$70.7M

Top Sells

1
+$224M
2
+$188M
3
+$148M
4
SAIA icon
Saia
SAIA
+$109M
5
TREX icon
Trex
TREX
+$94.9M

Sector Composition

1 Technology 26.14%
2 Consumer Discretionary 16.11%
3 Industrials 15.69%
4 Healthcare 15.59%
5 Financials 14.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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