WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.8B
AUM Growth
-$4.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$863M
3
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

1
+$940M
2
+$907M
3
+$547M
4
ASML icon
ASML
ASML
+$503M
5
WCN
Waste Connections
WCN
+$402M

Sector Composition

1 Technology 28.03%
2 Financials 16.64%
3 Healthcare 13.82%
4 Industrials 11.07%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWRE icon
226
Guidewire Software
GWRE
$11.9B
$1.39M ﹤0.01%
+9,584
MAS icon
227
Masco
MAS
$13.6B
$1.31M ﹤0.01%
22,348
-1,883
NTRA icon
228
Natera
NTRA
$29.1B
$1.24M ﹤0.01%
6,633
-17
FIG
229
Figma
FIG
$12B
$1.21M ﹤0.01%
60,000
PTC icon
230
PTC
PTC
$17.1B
$1.15M ﹤0.01%
8,210
+333
ZBRA icon
231
Zebra Technologies
ZBRA
$12.2B
$1.12M ﹤0.01%
5,602
+158
HUBS icon
232
HubSpot
HUBS
$10.3B
$1.06M ﹤0.01%
4,475
+2
GOOGL icon
233
Alphabet (Google) Class A
GOOGL
$4.64T
$1.06M ﹤0.01%
3,886
+2,883
BMRN icon
234
BioMarin Pharmaceuticals
BMRN
$10.5B
$1.03M ﹤0.01%
18,830
-46
TYL icon
235
Tyler Technologies
TYL
$12.9B
$1.03M ﹤0.01%
+3,012
JKHY icon
236
Jack Henry & Associates
JKHY
$9.96B
$997K ﹤0.01%
+6,373
MANH icon
237
Manhattan Associates
MANH
$8.2B
$980K ﹤0.01%
+7,510
MOH icon
238
Molina Healthcare
MOH
$9.59B
$900K ﹤0.01%
6,847
+333
SGOV icon
239
iShares 0-3 Month Treasury Bond ETF
SGOV
$90.8B
$843K ﹤0.01%
8,377
JBTM
240
JBT Marel
JBTM
$6.87B
$797K ﹤0.01%
+6,494
DLB icon
241
Dolby
DLB
$5.18B
$716K ﹤0.01%
+12,287
ACM icon
242
Aecom
ACM
$9.26B
$683K ﹤0.01%
+8,207
VLO icon
243
Valero Energy
VLO
$73.3B
$638K ﹤0.01%
+2,549
MKL icon
244
Markel Group
MKL
$23.2B
$607K ﹤0.01%
322
+58
IBKR icon
245
Interactive Brokers
IBKR
$36.2B
$571K ﹤0.01%
8,958
+5,022
IEX icon
246
IDEX
IEX
$15.5B
$512K ﹤0.01%
2,789
+502
CACI icon
247
CACI
CACI
$11.1B
$511K ﹤0.01%
+915
EBAY icon
248
eBay
EBAY
$51.4B
$486K ﹤0.01%
+5,525
MELI icon
249
Mercado Libre
MELI
$84.4B
$437K ﹤0.01%
270
-487,291
CDW icon
250
CDW
CDW
$14.2B
$410K ﹤0.01%
3,460
+561
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10
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