William Blair & Company

William Blair & Company Portfolio holdings

AUM $37.6B
1-Year Est. Return 22.14%
This Quarter Est. Return
1 Year Est. Return
+22.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.5B
AUM Growth
-$3.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,061
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$65.3M
3
+$64.6M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$48.8M
5
FISV
Fiserv Inc
FISV
+$38.2M

Top Sells

1
+$77.7M
2
+$55.1M
3
+$54.5M
4
OKTA icon
Okta
OKTA
+$44.9M
5
SBUX icon
Starbucks
SBUX
+$37.1M

Sector Composition

1 Technology 25.21%
2 Healthcare 19.05%
3 Financials 11.51%
4 Industrials 10.68%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.54M 0.01%
29,273
-434
552
$3.52M 0.01%
31,758
-202
553
$3.49M 0.01%
21,612
+1,092
554
$3.48M 0.01%
45,236
-727
555
$3.47M 0.01%
45,392
556
$3.43M 0.01%
426,519
+23,677
557
$3.42M 0.01%
2,878
+264
558
$3.41M 0.01%
67,880
-529
559
$3.41M 0.01%
+21,544
560
$3.41M 0.01%
24,525
+10,981
561
$3.39M 0.01%
33,427
+632
562
$3.38M 0.01%
36,671
-258
563
$3.38M 0.01%
191,569
+12,455
564
$3.38M 0.01%
42,511
+5,484
565
$3.36M 0.01%
19,112
-774
566
$3.35M 0.01%
523,978
+507,190
567
$3.32M 0.01%
37,650
+6,961
568
$3.3M 0.01%
21,877
-1,857
569
$3.27M 0.01%
13,523
+1,010
570
$3.27M 0.01%
37,727
-2,361
571
$3.26M 0.01%
127,724
-3,137
572
$3.25M 0.01%
25,436
-1,003
573
$3.24M 0.01%
61,069
+26,036
574
$3.24M 0.01%
106,784
-106,352
575
$3.22M 0.01%
48,394
-6,300
21 22
23
24 25