WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$43.8B
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| 1 |
Philip Morris
PM
|
$2.03B |
| 2 |
Robinhood
HOOD
|
$934M |
| 3 |
Corteva
CTVA
|
$154M |
| 4 |
Sea Limited
SE
|
$106M |
| 5 |
TSMC
TSM
|
$74.2M |
Top Sells
| 1 |
Icon
ICLR
|
$895M |
| 2 |
Intuitive Surgical
ISRG
|
$585M |
| 3 |
Steris
STE
|
$574M |
| 4 |
Arista Networks
ANET
|
$471M |
| 5 |
Datadog
DDOG
|
$279M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Sea Limited
SE
$110B
| $4.11B | 9.38% | 25,807,216 +662,548 | +3% | +$106M |
|
2
Spotify
SPOT
$140B
| $2.59B | 5.91% | 3,352,959 -25,916 | -0.8% | -$20M |
|
|
3
TSMC
TSM
$1.2T
| $2.3B | 5.25% | 10,058,659 +324,615 | +3% | +$74.2M |
|
|
4
Philip Morris
PM
$260B
| $2.04B | 4.66% | 11,275,606 +11,230,626 | +24,968% | +$2.03B |
|
5
Applovin
APP
$162B
| $1.96B | 4.46% | 5,859,423 -566,084 | -9% | -$189M |
|
6
ICICI Bank
IBN
$113B
| $1.84B | 4.21% | 54,453,980 +840,619 | +2% | +$28.5M |
|
7
Linde
LIN
$224B
| $1.58B | 3.6% | 3,401,590 +61,829 | +2% | +$28.7M |
|
8
Coupang
CPNG
$52.1B
| $1.51B | 3.46% | 49,168,456 -494,841 | -1% | -$15.2M |
|
9
Amazon
AMZN
$2.44T
| $1.38B | 3.14% | 6,170,680 +310,414 | +5% | +$69.3M |
|
10
Canadian Pacific Kansas City
CP
$69.9B
| $1.31B | 2.99% | 16,730,413 -224,999 | -1% | -$17.6M |
|
11
Mercado Libre
MELI
$125B
| $1.27B | 2.9% | 495,685 -4,605 | -0.9% | -$11.8M |
|
12
monday.com
MNDY
$9.95B
| $1.25B | 2.86% | 4,069,392 -9,593 | -0.2% | -$2.95M |
|
13
ASML
ASML
$292B
| $1.23B | 2.81% | 1,548,246 -12,175 | -0.8% | -$9.69M |
|
14
Waste Connections
WCN
$47.5B
| $1.21B | 2.76% | 6,501,719 +117,939 | +2% | +$21.9M |
|
15
Arch Capital
ACGL
$34.2B
| $1.21B | 2.75% | 13,353,709 -106,029 | -0.8% | -$9.58M |
|
16
NVIDIA
NVDA
$4.25T
| $1.02B | 2.33% | 6,470,999 +349,285 | +6% | +$55.1M |
|
17
Microsoft
MSFT
$3.77T
| $986M | 2.25% | 1,988,513 +71,268 | +4% | +$35.3M |
|
18
Nu Holdings
NU
$71.5B
| $978M | 2.23% | 73,819,172 -3,163,297 | -4% | -$41.9M |
|
|
19
Robinhood
HOOD
$92.4B
| $959M | 2.19% | 11,555,160 +11,244,182 | +3,616% | +$934M |
|
20
Arthur J. Gallagher & Co
AJG
$77.6B
| $783M | 1.79% | 2,464,662 +128,071 | +5% | +$40.7M |
|
21
Visa
V
$683B
| $756M | 1.73% | 2,168,620 +88,225 | +4% | +$30.8M |
|
22
Aon
AON
$79.1B
| $720M | 1.64% | 2,040,243 -11,573 | -0.6% | -$4.08M |
|
23
McKesson
MCK
$85.4B
| $710M | 1.62% | 978,333 -104,307 | -10% | -$75.7M |
|
24
Atlassian
TEAM
$46.6B
| $686M | 1.56% | 3,388,634 -29,079 | -0.9% | -$5.88M |
|
|
25
Corteva
CTVA
$50.4B
| $673M | 1.54% | 9,044,706 +2,066,519 | +30% | +$154M |
|