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
$19.1B
AUM Growth
+$968M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$91.3M
3
+$84.7M
4
ARHS icon
Arhaus
ARHS
+$80.5M
5
CWAN icon
Clearwater Analytics
CWAN
+$76.1M

Top Sells

1
+$240M
2
+$188M
3
+$150M
4
SAIA icon
Saia
SAIA
+$122M
5
TREX icon
Trex
TREX
+$106M

Sector Composition

1 Technology 26.14%
2 Consumer Discretionary 16.15%
3 Healthcare 15.59%
4 Industrials 15.49%
5 Financials 13.94%
Name Market Value Portfolio Weight Shares or Principal Change
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