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
$24.6B
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$214M
2 +$182M
3 +$111M
4
LAW icon
CS Disco
LAW
+$105M
5
HLLY icon
Holley
HLLY
+$83.7M

Top Sells

1 +$428M
2 +$309M
3 +$150M
4
CWH icon
Camping World
CWH
+$90.8M
5
MMYT icon
MakeMyTrip
MMYT
+$77M

Sector Composition

1 Technology 25.13%
2 Consumer Discretionary 17.71%
3 Healthcare 16.63%
4 Industrials 15.91%
5 Financials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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