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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)

US Funds

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40.75 +0.16 +0.39%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.25B

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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	0.11	0.11
Stocks	99.47	99.47
Other	0.41	0.41

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	30.48	22.74
Price to Book	3.55	3.18
Price to Sales	3.02	2.10
Price to Cash Flow	17.20	12.22
Dividend Yield	0.14	0.69
5 Years Earnings Growth	13.80	14.16

Sector Allocation

Name	Net %	Category Average
Technology	27.76	24.72
Healthcare	21.13	20.32
Consumer Cyclical	17.63	11.49
Industrials	17.59	19.86
Consumer Defensive	9.40	4.24
Financial Services	6.49	8.97

Region Allocation

Equities

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
The Ensign	US29358P1012	4.38	153.37	-0.01%
Healthequity Inc	US42226A1079	4.30	89.23	+2.62%
RBC Bearings	US75524B1044	4.04	287.85	+0.99%
Bellring	US07831C1036	3.93	67.54	+0.03%
Medpace Holdings	US58506Q1094	3.90	328.24	+3.23%
Ollie's Bargain Outlet	US6811161099	3.51	94.84	-0.69%
Nova	IL0010845571	3.26	68,750	-0.66%
Clearwater Analytics Holdings Inc Class A	-	3.11	-	-
Agilysys	US00847J1051	2.92	104.14	+1.16%
Pinnacle	US72346Q1040	2.92	106.34	+2.42%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.71B	12.43	3.22	13.33
Wasatch Core Growth	2.11B	12.34	3.10	13.19
Wasatch Small Cap Value Fund Instit	1.03B	14.58	8.11	10.96
Wasatch Small Cap Growth Investor	866.45M	9.48	-7.89	10.10
Wasatch Ultra Growth	641.03M	7.25	-8.95	13.07

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	40.75	+0.16	+0.39%