William Blair Investment Management Portfolio holdings
AUM
$38.7B
1-Year Est. Return
28.14%
1 Year Est. Return
+28.14%
AUM
$37.7B
AUM Growth
+$2.06B
(+5.8%)
Holding
461
Top Buys
| 1 | +$188M | |
| 2 | +$184M | |
| 3 | +$151M | |
| 4 |
Pure Storage
PSTG
|
+$150M |
| 5 |
Carpenter Technology
CRS
|
+$135M |
Top Sells
| 1 | +$258M | |
| 2 | +$217M | |
| 3 | +$212M | |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
+$182M |
| 5 |
Stride
LRN
|
+$177M |
Sector Composition
| 1 | Technology | 35.92% |
| 2 | Consumer Discretionary | 15.09% |
| 3 | Financials | 13.13% |
| 4 | Healthcare | 10.3% |
| 5 | Industrials | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$620B
| $188M | 0.5% |
+861,343
|
|
||
52
Lam Research
LRCX
$193B
| $186M | 0.49% |
1,908,368
-1,415,512
|
|
||
53
Brookfield Asset Management
BAM
$83.5B
| $185M | 0.49% |
3,345,539
-409,579
|
|
||
54
Mueller Industries
MLI
$11.9B
| $184M | 0.49% |
2,319,569
-36,402
|
|
||
55
Q2 Holdings
QTWO
$4.48B
| $184M | 0.49% |
1,965,859
-1,328
|
|
||
56
Insulet
PODD
$23.4B
| $183M | 0.49% |
583,139
-45,398
|
|
||
57
Western Alliance Bancorporation
WAL
$8.6B
| $180M | 0.48% |
2,313,336
+20,704
|
|
||
58
ACV Auctions
ACVA
$1.1B
| $180M | 0.48% |
11,109,706
+32,797
|
|
||
59
Manhattan Associates
MANH
$10.7B
| $179M | 0.48% |
908,334
-291,677
|
|
||
60
Bright Horizons
BFAM
$5.67B
| $179M | 0.47% |
1,446,121
-764,976
|
|
||
61
Royal Bank of Canada
RY
$207B
| $178M | 0.47% |
1,353,389
-320,806
|
|
||
62
Veeva Systems
VEEV
$47.8B
| $178M | 0.47% |
616,742
-11,549
|
|
||
63
Curtiss-Wright
CW
$20.1B
| $177M | 0.47% |
362,222
-122,990
|
|
||
64
Brink's
BCO
$4.73B
| $175M | 0.47% |
1,962,981
-256,597
|
|
||
65
Pool Corp
POOL
$9.16B
| $171M | 0.45% |
586,310
+71,373
|
|
||
66
Encompass Health
EHC
$11.5B
| $170M | 0.45% |
1,383,768
-379,700
|
|
||
67
AppFolio
APPF
$8.85B
| $169M | 0.45% |
733,428
+310,834
|
|
||
68
Insmed
INSM
$40.7B
| $168M | 0.44% |
1,665,602
-647,615
|
|
||
69
Chemed
CHE
$6.29B
| $165M | 0.44% |
339,086
-102,464
|
|
||
|
70
Stride
LRN
$2.85B
| $160M | 0.42% |
1,101,051
-1,218,542
|
|
||
71
Martin Marietta Materials
MLM
$36.3B
| $157M | 0.42% |
286,715
-6,037
|
|
||
72
Maplebear
CART
$10.6B
| $151M | 0.4% |
+3,345,792
|
|
||
|
MZTI
73
The Marzetti Company
MZTI
$4.76B
| $151M | 0.4% |
873,357
+153,052
|
|
||
74
GeneDx Holdings
WGS
$3.77B
| $151M | 0.4% |
1,631,402
+442,414
|
|
||
75
WillScot Mobile Mini Holdings
WSC
$3.14B
| $150M | 0.4% |
5,462,958
+180,797
|
|