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
$31.9B
AUM Growth
+$2.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$45.2M
3
+$43.9M
4
PODD icon
Insulet
PODD
+$43.1M
5
AAPL icon
Apple
AAPL
+$40.4M

Top Sells

1
+$64.4M
2
+$45.7M
3
+$38.2M
4
PGR icon
Progressive
PGR
+$35.1M
5
DIS icon
Walt Disney
DIS
+$32.6M

Sector Composition

1 Technology 26.2%
2 Healthcare 19.21%
3 Financials 10.69%
4 Consumer Discretionary 10.6%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-253
2002
– –
-10,950
2003
– –
-13,500
2004
– –
-40
2005
– –
-34,050
2006
– –
-43,000
2007
– –
-43
2008
– –
-46
2009
– –
-13,623
2010
– –
-8,204
2011
– –
-40
2012
– –
-5,432
2013
– –
-131,447
2014
– –
-20,900
2015
– –
-4,564
2016
– –
-6,000
2017
– –
-153,768
2018
– –
-1,323
2019
– –
-160,399
2020
– –
-25,150
2021
– –
-157,491
2022
– –
-3,436
2023
– –
-50,825
2024
– –
-7,950
2025
– –
-28,044
78 79 80
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