WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
-1.44%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$34.1B
AUM Growth
+$34.1B
(+1.7%)
Cap. Flow
+$1.72B
Cap. Flow
% of AUM
5.05%
Top 10 Holdings %
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
131
Reduced
63
Closed
18
Top Buys
| 1 |
Mercado Libre
MELI
|
$830M |
| 2 |
Canadian Pacific Kansas City
CP
|
$507M |
| 3 |
Icon
ICLR
|
$435M |
| 4 |
Arch Capital
ACGL
|
$176M |
| 5 |
Waste Connections
WCN
|
$156M |
Top Sells
| 1 |
ResMed
RMD
|
$769M |
| 2 |
BILL Holdings
BILL
|
$161M |
| 3 |
Aon
AON
|
$38.7M |
| 4 |
Novo Nordisk
NVO
|
$37M |
| 5 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
$27.5M |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 21.93% |
| 3 | Industrials | 18.84% |
| 4 | Financials | 18.67% |
| 5 | Consumer Discretionary | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares MSCI ACWI ETF
ACWI
$22B
| – | – |
-98
| Closed | -$9.4K |
|