WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.6B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$1.05B
3
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

1
+$561M
2
+$453M
3
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACMR icon
226
ACM Research
ACMR
$3.61B
$441K ﹤0.01%
+10,960
IEX icon
227
IDEX
IEX
$15.7B
$410K ﹤0.01%
2,287
-88
CDW icon
228
CDW
CDW
$16B
$401K ﹤0.01%
2,899
-106
CBRE icon
229
CBRE Group
CBRE
$43.6B
$379K ﹤0.01%
2,318
-1,607
CSL icon
230
Carlisle Companies
CSL
$16.1B
$354K ﹤0.01%
1,092
-41
GOOGL icon
231
Alphabet (Google) Class A
GOOGL
$3.77T
$315K ﹤0.01%
1,003
+80
YMM icon
232
Full Truck Alliance
YMM
$9.81B
$290K ﹤0.01%
26,561
-23,201
CHE icon
233
Chemed
CHE
$5.78B
$274K ﹤0.01%
637
-24
APH icon
234
Amphenol
APH
$180B
$271K ﹤0.01%
1,988
IBKR icon
235
Interactive Brokers
IBKR
$31.7B
$256K ﹤0.01%
3,936
+314
TCOM icon
236
Trip.com Group
TCOM
$34.4B
$238K ﹤0.01%
3,285
+99
AIZ icon
237
Assurant
AIZ
$11.5B
$227K ﹤0.01%
+936
HUYA
238
Huya Inc
HUYA
$833M
$216K ﹤0.01%
+74,525
FUTU icon
239
Futu Holdings
FUTU
$20.7B
$216K ﹤0.01%
1,304
+38
HGTY icon
240
Hagerty
HGTY
$1.18B
$134K ﹤0.01%
+10,023
KSA icon
241
iShares MSCI Saudi Arabia ETF
KSA
$658M
$50.7K ﹤0.01%
1,406
AMWD icon
242
American Woodmark
AMWD
$730M
– –
-203,576
BALL icon
243
Ball Corp
BALL
$18B
– –
-5,032
BHVN icon
244
Biohaven
BHVN
$1.53B
– –
-287,860
CRMT icon
245
America's Car Mart
CRMT
$166M
– –
-259,274
FOXF icon
246
Fox Factory Holding Corp
FOXF
$704M
– –
-426,531
FWRG icon
247
First Watch Restaurant Group
FWRG
$760M
– –
-736,665
GRBK icon
248
Green Brick Partners
GRBK
$3.21B
– –
-152,362
INSP icon
249
Inspire Medical Systems
INSP
$1.84B
– –
-107,032
KVYO icon
250
Klaviyo
KVYO
$5.31B
– –
-389,303
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