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
$6.78B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$49.5M
3
+$39.2M
4
RBC icon
RBC Bearings
RBC
+$34.4M
5
AAON icon
Aaon
AAON
+$31.2M

Top Sells

1
+$49.6M
2
+$46.6M
3
+$33.6M
4
SPSC icon
SPS Commerce
SPSC
+$33.4M
5
ORLY icon
O'Reilly Automotive
ORLY
+$28.7M

Sector Composition

1 Industrials 20.77%
2 Technology 18.98%
3 Financials 14.03%
4 Healthcare 13.62%
5 Consumer Discretionary 13.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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