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William Blair Small-mid Cap Growth Fund Class I (WSMDX)

US Funds

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28.53 -0.08 -0.28%

14/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: William Blair

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.22B

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WSMDX Holdings

Comprehensive information about top holdings and Key Holding Information for the William Blair Small-Mid Cap Gr I (WSMDX) fund. Our William Blair Small-Mid Cap Gr I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.44	0.44	0.00
Stocks	99.56	99.56	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.61	27.16
Price to Book	3.42	4.89
Price to Sales	2.90	2.99
Price to Cash Flow	8.18	17.48
Dividend Yield	0.57	0.62
5 Years Earnings Growth	10.56	13.39

Sector Allocation

Name	Net %	Category Average
Technology	23.42	27.70
Healthcare	21.63	15.71
Industrials	18.89	18.42
Consumer Cyclical	10.24	13.20
Consumer Defensive	8.62	2.82
Financial Services	7.13	10.90
Utilities	3.59	2.01
Energy	3.36	4.33
Basic Materials	2.29	2.39
Real Estate	0.83	2.81

Region Allocation

Equities

North America
Europe Developed
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 82

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Carlyle Group	US14316J1088	2.34	51.77	+1.45%
Primo Water	US7416231022	2.34	33.17	-1.13%
ELF Beauty	US26856L1035	2.16	73.00	-2.60%
Doximity Inc Class A	-	2.08	-	-
Dynatrace Inc	US2681501092	2.05	61.30	-1.73%
Talen Energy	US87422Q1094	2.03	241.54	+0.48%
Confluent Inc Class A	-	1.99	-	-
Sharkninja	KYG8068L1086	1.97	110.31	-3.61%
Bright Horizons	US1091941005	1.86	128.93	+8.35%
Chemed	US16359R1032	1.86	553.59	-1.25%

Top Equity Funds by William Blair

Name	Total Assets	YTD%	3Y%	10Y%
William Blair Large Cap Growth I	2.07B	1.84	10.81	16.07
William Blair International Growt	1.04B	3.44	-0.37	5.34
William Blair Instl International G	951.66M	3.43	-0.41	5.47
William Blair Emerging Mkts Growth	611.42M	-1.16	-5.01	4.14
William Blair International Leaderi	618.6M	4.02	-2.10	6.32

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Recent Quotes

	Name	Price	Chg.	Chg. %
	William Blair Sma.	28.53	-0.08	-0.28%