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

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25.40 +0.07 +0.28%

13/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 963.63M

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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	1.80	1.80	0.00
Shares	98.20	98.20	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.90	26.62
Price to Book	3.22	4.77
Price to Sales	2.47	2.84
Price to Cash Flow	13.84	17.05
Dividend Yield	0.57	0.63
5 Years Earnings Growth	10.05	13.85

Sector Allocation

Name	Net %	Category Average
Technology	23.93	27.52
Healthcare	23.16	15.81
Industrials	18.55	17.98
Consumer Cyclical	9.37	13.24
Consumer Defensive	9.23	2.98
Financial Services	8.28	11.05
Utilities	3.28	2.10
Energy	2.83	4.62
Basic Materials	0.82	2.32
Real Estate	0.55	2.83

Region Allocation

Equities

North America
Europe Developed
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 78

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Primo Water	US7416231022	3.39	32.20	+1.26%
Stride	US86333M1080	2.50	153.74	+2.97%
Chemed	US16359R1032	2.43	557.17	-2.10%
Bright Horizons	US1091941005	2.40	121.37	-1.29%
Manhattan Associates	US5627501092	2.36	195.54	-0.23%
Carlyle Group	US14316J1088	2.28	45.97	+0.77%
Dynatrace Inc	US2681501092	2.26	50.54	+0.12%
Talen Energy	US87422Q1094	2.26	241.08	+1.88%
Everest	BMG3223R1088	2.16	346.15	-0.47%
Doximity Inc Class A	-	1.97	-	-

Top Equity Funds by William Blair

Name	Total Assets	YTD%	3Y%	10Y%
William Blair Large Cap Growth I	1.87B	-9.72	12.57	13.97
William Blair International Growt	970.98M	4.10	4.84	4.61
William Blair Instl International G	954.95M	4.15	4.80	4.75
William Blair Emerging Mkts Growth	635.54M	-3.47	-0.47	3.39
William Blair International Leaderi	577.78M	6.09	3.37	5.75

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