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
151
$17.9M 0.18%
466,634
-77,314
152
$17.8M 0.18%
164,254
-2,711
153
$17.7M 0.17%
477,501
154
$17.2M 0.17%
229,100
155
$17M 0.17%
733,870
+133,555
156
$16.9M 0.17%
610,289
-55,392
157
$16.8M 0.17%
272,225
-2,888
158
$16.4M 0.16%
253,408
-14,517
159
$16.1M 0.16%
300,794
-74,581
160
$16.1M 0.16%
150,248
-3,880
161
$15.9M 0.16%
322,842
-18,292
162
$15.6M 0.15%
947,756
+559,547
163
$15.6M 0.15%
835,624
-46,246
164
$15.6M 0.15%
586,701
-57,516
165
$15.4M 0.15%
168,049
+42,791
166
$15.4M 0.15%
+438,430
167
$15.3M 0.15%
2,650,551
+903,807
168
$15.3M 0.15%
993,290
-97,412
169
$15.2M 0.15%
1,031,484
+3,171
170
$15M 0.15%
754,350
-102,920
171
$14.1M 0.14%
671,942
-348,400
172
$13.8M 0.14%
+243,353
173
$13.7M 0.13%
428,376
+27,376
174
$13.6M 0.13%
371,666
-295,753
175
$13.3M 0.13%
393,213
+9,072
5 6
7
8 9