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
701
$1.95M 0.01%
38,808
+17,015
702
$1.93M 0.01%
7,052
-235
703
$1.93M 0.01%
39,005
-1,635
704
$1.91M 0.01%
50,747
+2,230
705
$1.91M 0.01%
94,100
-7,100
706
$1.91M 0.01%
24,418
-3,228
707
$1.89M 0.01%
25,182
-294
708
$1.89M 0.01%
82,735
+10,590
709
$1.89M 0.01%
15,948
-406
710
$1.88M 0.01%
17,626
+401
711
$1.88M 0.01%
28,383
-1,089
712
$1.87M 0.01%
18,703
-110,410
713
$1.86M 0.01%
83,420
714
$1.86M 0.01%
15,131
-10,422
715
$1.86M 0.01%
51,252
-1,098
716
$1.86M 0.01%
37,231
+12
717
$1.86M 0.01%
34,096
+23,746
718
$1.85M 0.01%
22,297
+32
719
$1.84M 0.01%
18,484
-120
720
$1.83M 0.01%
30,809
+28,428
721
$1.81M 0.01%
19,371
+5,381
722
$1.8M 0.01%
65,062
-1,225
723
$1.8M 0.01%
33,500
-20,690
724
$1.78M 0.01%
47,662
-4,017
725
$1.78M 0.01%
52,644
-7,504
27 28
29
30 31