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
$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
401
-115,299