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
$10.2B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$41.8M
3
+$33.6M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$32.9M
5
CAG icon
Conagra Brands
CAG
+$32M

Top Sells

1
+$73.3M
2
+$60.2M
3
+$30.8M
4
EGN
Energen
EGN
+$28.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$26.3M

Sector Composition

1 Industrials 20.81%
2 Technology 16.55%
3 Financials 10.19%
4 Healthcare 9.77%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59.4M 0.58%
962,933
-12,078
52
$59.2M 0.58%
2,337,296
53
$58.6M 0.57%
1,503,838
+769,234
54
$58.4M 0.57%
1,883,068
-25,430
55
$58M 0.57%
815,210
+70,820
56
$58M 0.57%
2,164,129
-367,000
57
$56.4M 0.55%
1,933,818
+350,346
58
$56.2M 0.55%
4,822,424
+971,876
59
$55.9M 0.55%
1,964,507
-44,632
60
$55.5M 0.54%
1,293,197
61
$55.4M 0.54%
772,554
-24,693
62
$54.3M 0.53%
1,147,850
+567,041
63
$53.9M 0.53%
2,400,582
+391,139
64
$53.8M 0.53%
799,665
+208,232
65
$53.3M 0.52%
516,644
-37,627
66
$53.2M 0.52%
2,668,370
-34,528
67
$52.7M 0.52%
309,015
-3,757
68
$52M 0.51%
1,983,344
+1,221,640
69
$51.4M 0.5%
1,013,620
-75,972
70
$51.1M 0.5%
1,470,656
-198,285
71
$50.5M 0.5%
2,135,860
-26,704
72
$49.7M 0.49%
+1,544,528
73
$49.5M 0.49%
2,800,764
-18,216
74
$49.1M 0.48%
1,247,864
-19,204
75
$48.3M 0.47%
1,205,836
+240,992
1 2
3
4 5