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Wasatch Small Cap Growth Portfolio   

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Top 10 Holdings

as of 12/31/18 
Name% of Net Assets
Euronet Worldwide Inc.4.20%
Heico Corp. - Cl A3.80%
Icon PLC (Ireland)3.68%
RBC Bearings Inc.3.35%
Barnes Group Inc.3.16%
Monro Inc.2.85%
Cantel Medical Corp.2.72%
Monolithic Power Systems Inc.2.66%
Copart Inc.2.66%
Ollie's Bargain Outlet Holdings Inc.2.53%

Portfolio Characteristics


Assets Under Management

as of 02/28/19 
Total Strategy Assets$3053.80
Mutual Fund$1689.16
Separate Accounts$1364.64

Sector Allocation

 as of 12/31/18

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index.   The Russell 2000 Growth Index measures the performance of the Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.  

You cannot invest directly in indexes.

For complete composite performance history and disclosures click here:  Small Cap GrowthComposite Presentation, Complete List of Composites

Portfolio holdings are subject to change at any time. References to specific securities should not be construed as recommendations to buy or sell shares in those companies.

The information shown above is for a representative account and is supplemental information to the GIPS-compliant composite presentation for this investment strategy.

CFA® is a trademark owned by CFA Institute.