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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)

US Funds

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43.14 -0.08 -0.19%

23/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.29B

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WIAEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Wasatch Small Cap Growth Institutional (WIAEX) fund. Our Wasatch Small Cap Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.86	0.86
Stocks	98.70	98.70
Other	0.43	0.43

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	31.04	22.29
Price to Book	4.16	3.29
Price to Sales	3.28	2.23
Price to Cash Flow	17.80	12.91
Dividend Yield	0.09	0.64
5 Years Earnings Growth	17.06	14.36

Sector Allocation

Name	Net %	Category Average
Technology	29.67	23.96
Healthcare	21.27	20.85
Industrials	16.87	20.10
Consumer Cyclical	16.84	11.43
Consumer Defensive	8.66	4.04
Financial Services	6.69	9.38

Region Allocation

Equities

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Clearwater Analytics Holdings Inc Class A	-	4.03	-	-
Healthequity Inc	US42226A1079	3.88	95.68	+0.62%
RBC Bearings	US75524B1044	3.74	304.63	+0.00%
Bellring	US07831C1036	3.70	76.66	+0.68%
The Ensign	US29358P1012	3.54	134.72	+0.65%
AAON	US0003602069	3.19	123.44	+0.19%
Paylocity Holdng	US70438V1061	3.08	201.19	+1.37%
Pinnacle	US72346Q1040	3.04	114.58	+0.80%
Ollie's Bargain Outlet	US6811161099	2.93	118.86	+1.10%
Globant SA	LU0974299876	2.92	219.46	-0.04%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.7B	24.05	5.76	13.38
Wasatch Core Growth	2.12B	23.93	5.63	13.24
Wasatch Small Cap Value Fund Instit	1.01B	22.49	9.47	11.32
Wasatch Small Cap Growth Investor	903.51M	23.18	-3.48	10.82
Wasatch Ultra Growth	627.21M	19.25	-4.98	13.63

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	43.14	-0.08	-0.19%