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
126
$28.9M 0.28%
3,715,670
-675,116
127
$28.4M 0.28%
+578,034
128
$26.7M 0.26%
293,069
-25,980
129
$26.4M 0.26%
288,522
+3,759
130
$26.3M 0.26%
792,857
131
$25.5M 0.25%
436,340
-41,386
132
$25.2M 0.25%
1,733,824
+557,255
133
$24.7M 0.24%
850,101
-83,280
134
$24.5M 0.24%
540,253
-51,085
135
$24.2M 0.24%
194,083
-60,888
136
$23.5M 0.23%
1,072,409
137
$22.3M 0.22%
361,090
-3,492
138
$22.3M 0.22%
2,583,139
+755,044
139
$22.2M 0.22%
1,424,907
-270,543
140
$21.3M 0.21%
985,693
-44,422
141
$21.2M 0.21%
388,938
-292,928
142
$21M 0.21%
467,321
-45,798
143
$19.8M 0.19%
1,865,408
+169,830
144
$19.5M 0.19%
251,602
-2,802
145
$19.4M 0.19%
214,618
+5,431
146
$19.4M 0.19%
407,286
-39,921
147
$19.4M 0.19%
287,609
-47,972
148
$19M 0.19%
107,086
-19,155
149
$18.7M 0.18%
218,133
-21,362
150
$18.2M 0.18%
361,770
-27,213
4 5
6
7 8