We are live on ! Find out more
WA

Wasatch Advisors Portfolio holdings

AUM $15.1B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
-$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$56.9M
2
+$50.7M
3
+$35.6M
4
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
+$22.8M
5
HQY icon
HealthEquity
HQY
+$20.6M

Top Sells

1
+$33.6M
2
+$32.7M
3
+$28.2M
4
POWI icon
Power Integrations
POWI
+$27.1M
5
L icon
Loews
L
+$23.2M

Sector Composition

1 Technology 21.33%
2 Industrials 17.94%
3 Healthcare 14.54%
4 Consumer Discretionary 12.97%
5 Financials 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-178,543
377
– –
-685,266
378
– –
-48,382
379
– –
-20,984
380
– –
-168,922
381
– –
-25,200
382
– –
-10,000
383
– –
-204,866
384
– –
-173,591
385
– –
-47,519
386
– –
-983,859
387
– –
-58,962
388
– –
-24,900
389
– –
-245,967
390
– –
-115,299
391
– –
-25,000
392
– –
-124,972
393
– –
-11,667
394
– –
-306,765
395
– –
-195,311
396
– –
-15,640
397
– –
-433,034
398
– –
-124,174
399
– –
-28,025
400
– –
-298,881
13 14 15
16
17