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
$6.54B
AUM Growth
-$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$60.6M
2 +$46M
3 +$39.4M
4
HQY icon
HealthEquity
HQY
+$23.5M
5
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
+$22.3M

Top Sells

1 +$38.2M
2 +$31.6M
3 +$29.3M
4
ABAX
Abaxis Inc
ABAX
+$28.2M
5
L icon
Loews
L
+$24.3M

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
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