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William Blair Small-mid Cap Growth Fund Class N (WSMNX)

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30.28 +0.35    +1.17%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 98.31M
Type:  Fund
Market:  United States
Issuer:  William Blair
Asset Class:  Equity
William Blair Small-Mid Cap Gr N 30.28 +0.35 +1.17%

WSMNX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the William Blair Small-Mid Cap Gr N (WSMNX) fund. Our William Blair Small-Mid Cap Gr N 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 2.07 2.07 0.00
Shares 97.93 97.93 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 23.60 26.51
Price to Book 3.76 4.66
Price to Sales 3.00 2.90
Price to Cash Flow 15.89 17.06
Dividend Yield 0.58 0.65
5 Years Earnings Growth 13.32 13.02

Sector Allocation

Name  Net % Category Average
Healthcare 24.52 17.05
Technology 23.72 26.94
Industrials 17.83 18.69
Consumer Cyclical 11.60 13.28
Consumer Defensive 6.94 2.91
Financial Services 6.33 10.11
Energy 4.58 4.46
Basic Materials 2.78 2.63
Real Estate 1.08 2.98
Utilities 0.63 1.84

Region Allocation

  • North America
  • Europe Developed
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 79

Number of short holdings: 1

Name ISIN Weight % Last Change %
  BWX Tech US05605H1005 2.30 132.89 -0.29%
  EXACT Sciences US30063P1057 2.14 52.91 -0.30%
  Chemed US16359R1032 2.12 570.96 +1.36%
  Encompass Health US29261A1007 2.03 101.12 +1.73%
  Dynatrace Inc US2681501092 2.03 55.46 +5.70%
  ExlServices US3020811044 1.90 46.21 +1.20%
  Brinks US1096961040 1.87 96.55 +3.53%
  Freshpet Inc US3580391056 1.82 156.76 +0.12%
  Mercury US5893781089 1.73 40.94 +2.40%
Clearwater Analytics Holdings Inc Class A - 1.73 - -

Top Equity Funds by William Blair

  Name Rating Total Assets YTD% 3Y% 10Y%
  William Blair Large Cap Growth I 2.07B 21.79 5.59 15.60
  William Blair Small-Mid Cap Gr I 1.32B 8.52 -1.94 10.41
  William Blair International Growt 1.02B 4.67 -5.52 5.20
  William Blair Instl International G 944.19M 4.72 -5.47 5.34
  William Blair Emerging Mkts Growth 601.12M 11.75 -6.76 4.15
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