WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.1B
1-Year Est. Return 55.71%
This Quarter Est. Return
1 Year Est. Return
+55.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.19B
2
+$791M
3
+$677M
4
ASML icon
ASML
ASML
+$371M
5
THC icon
Tenet Healthcare
THC
+$72.9M

Top Sells

1
+$686M
2
+$653M
3
+$398M
4
NVDA icon
NVIDIA
NVDA
+$341M
5
STE icon
Steris
STE
+$227M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FUTU icon
226
Futu Holdings
FUTU
$23.6B
$220K ﹤0.01%
+1,266
YSG
227
Yatsen Holding
YSG
$588M
$114K ﹤0.01%
+12,252
KSA icon
228
iShares MSCI Saudi Arabia ETF
KSA
$648M
$56.5K ﹤0.01%
1,406
ACWI icon
229
iShares MSCI ACWI ETF
ACWI
$24B
– –
-1,412
AZEK
230
DELISTED
The AZEK Co
AZEK
– –
-486,715
BILL icon
231
BILL Holdings
BILL
$5.02B
– –
-464,155
CINT icon
232
CI&T Inc
CINT
$606M
– –
-1,359,236
COMM icon
233
CommScope
COMM
$4.37B
– –
-16,737
EME icon
234
Emcor
EME
$27.5B
– –
-10,988
ESTC icon
235
Elastic
ESTC
$7.43B
– –
-26,202
FIVN icon
236
FIVE9
FIVN
$1.53B
– –
-558,313
FRSH icon
237
Freshworks
FRSH
$3.42B
– –
-898,133
FRPT icon
238
Freshpet
FRPT
$2.79B
– –
-2,773,090
GTLB icon
239
GitLab
GTLB
$6.85B
– –
-333,771
KMX icon
240
CarMax
KMX
$5.68B
– –
-38,991
MZTI
241
The Marzetti Company
MZTI
$4.59B
– –
-98,329
LNTH icon
242
Lantheus
LNTH
$3.9B
– –
-135,891
LX
243
LexinFintech Holdings
LX
$554M
– –
-19,731
MLNK
244
DELISTED
MeridianLink
MLNK
– –
-1,049,707
OLLI icon
245
Ollie's Bargain Outlet
OLLI
$7.55B
– –
-145,990
PCVX icon
246
Vaxcyte
PCVX
$6.49B
– –
-70,372
TEAM icon
247
Atlassian
TEAM
$39.3B
– –
-3,388,634
TYL icon
248
Tyler Technologies
TYL
$20.2B
– –
-2,742
UNF icon
249
Unifirst Corp
UNF
$3.12B
– –
-63,430
WNS
250
DELISTED
WNS Holdings
WNS
– –
-388,037
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