WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+8.37%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$33.5B
AUM Growth
+$33.5B
(+7%)
Cap. Flow
+$204M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
230
New
17
Increased
105
Reduced
89
Closed
12
Top Buys
| 1 |
Arista Networks
ANET
|
$466M |
| 2 |
NVIDIA
NVDA
|
$307M |
| 3 |
Entegris
ENTG
|
$193M |
| 4 |
Amazon
AMZN
|
$164M |
| 5 |
Microsoft
MSFT
|
$156M |
Top Sells
| 1 |
Amphenol
APH
|
$664M |
| 2 |
MSCI
MSCI
|
$435M |
| 3 |
ServiceNow
NOW
|
$214M |
| 4 |
Lam Research
LRCX
|
$169M |
| 5 |
Thomson Reuters
TRI
|
$148M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Healthcare | 24.37% |
| 3 | Financials | 18.64% |
| 4 | Industrials | 17.64% |
| 5 | Consumer Discretionary | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
CSX Corp
CSX
$60.2B
| – | – |
-387,567
| Closed | -$11.6M |
|
227
Canadian National Railway
CNI
$60.3B
| – | – |
-156
| Closed | -$18.4K |
|
228
Kanzhun
BZ
$11.1B
| – | – |
-1,305,490
| Closed | -$24.8M |
|
229
Grupo Aeroportuario del Sureste
ASR
$9.95B
| – | – |
-255,120
| Closed | -$78.2M |
|
230
AdaptHealth
AHCO
$1.23B
| – | – |
-663,733
| Closed | -$8.25M |
|