William Blair & Company

William Blair & Company Portfolio holdings

AUM $37.3B
1-Year Est. Return 20.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.3B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,902
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$49.6M
3
+$43.3M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$32.3M
5
JPM icon
JPMorgan Chase
JPM
+$30.6M

Top Sells

1
+$24.2M
2
+$24.1M
3
+$22.5M
4
EXEL icon
Exelixis
EXEL
+$17.5M
5
DOCU
DocuSign
DOCU
+$15M

Sector Composition

1 Technology 27.82%
2 Healthcare 18.6%
3 Financials 11.15%
4 Consumer Discretionary 10.38%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$11K ﹤0.01%
190
-151
1702
$11K ﹤0.01%
400
1703
$10K ﹤0.01%
1,144
1704
$10K ﹤0.01%
370
1705
$10K ﹤0.01%
341
+22
1706
$10K ﹤0.01%
296
+1
1707
$10K ﹤0.01%
281
1708
$10K ﹤0.01%
250
1709
$10K ﹤0.01%
110
+100
1710
$10K ﹤0.01%
344
1711
$10K ﹤0.01%
+177
1712
$10K ﹤0.01%
+75
1713
$10K ﹤0.01%
1,423
-52
1714
$10K ﹤0.01%
220
-640
1715
$9K ﹤0.01%
500
-4,574
1716
$9K ﹤0.01%
552
+13
1717
$9K ﹤0.01%
250
1718
$8K ﹤0.01%
236
1719
$8K ﹤0.01%
305
1720
$8K ﹤0.01%
152
1721
$7K ﹤0.01%
106
-800
1722
$7K ﹤0.01%
261
1723
$7K ﹤0.01%
283
1724
$7K ﹤0.01%
200
-11
1725
$7K ﹤0.01%
45
67 68
69
70 71