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
$7.37B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$231M
2 +$50.5M
3 +$47.7M
4
JOBS
51job Inc
JOBS
+$41M
5
HLIO icon
Helios Technologies
HLIO
+$40.8M

Top Sells

1 +$190M
2 +$103M
3 +$66.7M
4
BOH icon
Bank of Hawaii
BOH
+$65.3M
5
ZEN
ZENDESK INC
ZEN
+$34.8M

Sector Composition

1 Industrials 24.91%
2 Technology 18.8%
3 Healthcare 14.48%
4 Consumer Discretionary 13.77%
5 Financials 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-49,131
352
-178,822
353
-787,183
354
-166,372
355
-7,605
356
-115,000
357
-1,152,453
358
-44,000
359
-223,077
360
-845,967