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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.38 | 0.00 |
Shares | 98.62 | 98.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.50 | 13.74 |
Price to Book | 1.61 | 1.99 |
Price to Sales | 1.25 | 1.35 |
Price to Cash Flow | 7.74 | 8.78 |
Dividend Yield | 3.86 | 3.11 |
5 Years Earnings Growth | 7.31 | 9.06 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.41 | 19.74 |
Healthcare | 16.24 | 13.52 |
Utilities | 11.57 | 4.63 |
Energy | 8.95 | 6.23 |
Consumer Defensive | 8.44 | 11.22 |
Communication Services | 7.97 | 8.00 |
Real Estate | 7.35 | 3.96 |
Technology | 5.84 | 12.76 |
Basic Materials | 4.65 | 4.69 |
Industrials | 4.46 | 10.83 |
Consumer Cyclical | 2.13 | 8.42 |
Number of long holdings: 39
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 4.88 | 156.01 | +0.29% | |
Duke Energy | US26441C2044 | 4.10 | 117.31 | +0.21% | |
Exelon | US30161N1019 | 4.05 | 43.13 | +0.49% | |
Novartis | CH0012005267 | 3.86 | 98.12 | +1.36% | |
TotalEnergies SE | FR0000120271 | 3.79 | 52.97 | -0.75% | |
JPMorgan | US46625H1005 | 3.56 | 296.00 | +1.37% | |
UOB | SG1M31001969 | 3.49 | 36.12 | +0.22% | |
Union Pacific | US9078181081 | 3.34 | 236.28 | -0.37% | |
VICI Properties | US9256521090 | 3.29 | 33.43 | +0.36% | |
Evergy | US30034W1062 | 3.27 | 70.18 | +1.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wasatch Core Growth Institutional | 2.59B | -7.39 | 9.11 | 10.79 | ||
Wasatch Core Growth | 1.98B | -7.43 | 8.98 | 10.65 | ||
Wasatch Small Cap Growth Institutio | 1.13B | -6.55 | 5.21 | - | ||
Wasatch Small Cap Value Fund Instit | 1.05B | -8.00 | 8.14 | 8.50 | ||
Wasatch Small Cap Growth Investor | 819.92M | -6.60 | 5.10 | 8.62 |
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