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

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23.48 +0.37 +1.60%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 940.63M

Type: Fund

Market: United States

Issuer: William Blair

Asset Class: Equity

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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	3.37	3.37	0.00
Stocks	96.63	96.63	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.24	27.32
Price to Book	3.52	4.89
Price to Sales	2.71	2.97
Price to Cash Flow	15.18	17.49
Dividend Yield	0.53	0.61
5 Years Earnings Growth	10.80	13.86

Sector Allocation

Name	Net %	Category Average
Technology	24.90	27.94
Healthcare	22.75	15.60
Industrials	18.95	18.00
Consumer Cyclical	9.41	13.24
Consumer Defensive	9.05	2.87
Financial Services	7.45	10.93
Utilities	3.32	2.05
Energy	2.86	4.49
Basic Materials	0.77	2.28
Real Estate	0.54	2.74

Region Allocation

Equities

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 %
Primo Water	US7416231022	2.94	33.78	+0.93%
Dynatrace Inc	US2681501092	2.51	43.11	-0.62%
Stride	US86333M1080	2.47	134.80	+0.79%
Carlyle Group	US14316J1088	2.38	36.23	-1.09%
Confluent Inc Class A	-	2.33	-	-
Bright Horizons	US1091941005	2.24	117.30	+1.23%
Manhattan Associates	US5627501092	2.20	158.67	+0.65%
Doximity Inc Class A	-	2.18	-	-
Chemed	US16359R1032	2.17	593.39	+0.51%
Talen Energy	US87422Q1094	2.15	198.04	+0.84%

Top Equity Funds by William Blair

Name	Total Assets	YTD%	3Y%	10Y%
William Blair Large Cap Growth I	1.69B	-10.16	6.98	13.92
William Blair International Growt	904.73M	0.07	0.17	4.58
William Blair Instl International G	859.69M	0.07	0.15	4.72
William Blair Emerging Mkts Growth	552.7M	-4.39	-3.66	3.74
William Blair International Leaderi	527.33M	1.19	-1.55	5.51

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