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
176
$13M 0.13%
1,072,642
-283,443
177
$12.8M 0.13%
+1,525,090
178
$12.5M 0.12%
1,140,846
179
$11.8M 0.12%
1,041,347
-3,423
180
$11.8M 0.12%
58,850
+85
181
$11.3M 0.11%
97,669
-8,099
182
$11.2M 0.11%
1,014,291
-58,251
183
$11M 0.11%
1,657,550
+4,974
184
$10.9M 0.11%
626,486
-129,492
185
$10.7M 0.11%
121,776
-226
186
$10.5M 0.1%
87,572
-182
187
$10.3M 0.1%
294,562
+811
188
$9.89M 0.1%
+531,666
189
$9.86M 0.1%
216
+172
190
$9.73M 0.1%
298,002
-35,744
191
$9.69M 0.1%
282,463
-84,430
192
$9.6M 0.09%
428,836
-66,408
193
$9.44M 0.09%
+110,000
194
$9.41M 0.09%
+227,174
195
$9.41M 0.09%
793,191
+93,692
196
$9.32M 0.09%
330,159
-1,590
197
$9.31M 0.09%
207,045
-18,255
198
$9.04M 0.09%
1,457,807
+936,350
199
$8.97M 0.09%
+30,605
200
$8.88M 0.09%
452,648
-56,200
6 7
8
9 10