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
276
$3.49M 0.03%
3,000
277
$3.43M 0.03%
69,000
278
$3.42M 0.03%
28,416
+105
279
$3.37M 0.03%
179,088
280
$3.35M 0.03%
124,709
281
$3.32M 0.03%
20,605
-58
282
$3.31M 0.03%
251,790
+118,965
283
$3.22M 0.03%
3,867
284
$3.19M 0.03%
40,198
-396
285
$3.14M 0.03%
+175,000
286
$3.13M 0.03%
54,953
+1,949
287
$3.08M 0.03%
115,000
288
$3.08M 0.03%
2,501,235
-384,276
289
$3.07M 0.03%
187,315
290
$2.97M 0.03%
55,600
291
$2.8M 0.03%
125,260
292
$2.8M 0.03%
190,000
+12,237
293
$2.79M 0.03%
132,960
-806,766
294
$2.76M 0.03%
353,189
295
$2.69M 0.03%
115,000
296
$2.65M 0.03%
418,801
+41,613
297
$2.61M 0.03%
313,792
-378,259
298
$2.56M 0.03%
+195,253
299
$2.52M 0.02%
69,200
300
$2.46M 0.02%
53,935
-146