WA

Wasatch Advisors Portfolio holdings

AUM $16.8B
1-Year Est. Return 6.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.9B
AUM Growth
-$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$143M
2 +$142M
3 +$95.1M
4
UFPI icon
UFP Industries
UFPI
+$90M
5
NU icon
Nu Holdings
NU
+$70M

Top Sells

1 +$271M
2 +$184M
3 +$111M
4
AZEK
The AZEK Co
AZEK
+$98.1M
5
CWAN icon
Clearwater Analytics
CWAN
+$87.7M

Sector Composition

1 Technology 24.98%
2 Industrials 18.9%
3 Financials 14.74%
4 Consumer Discretionary 14.63%
5 Healthcare 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,248,821
252
-2,219,899