WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+9.59%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$3.02B
Cap. Flow %
-7.1%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

1
GDDY icon
GoDaddy
GDDY
$669M
2
SE icon
Sea Limited
SE
$512M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
$436M
4
SAP icon
SAP
SAP
$290M
5
ILMN icon
Illumina
ILMN
$116M

Top Sells

1
APP icon
Applovin
APP
$1.31B
2
FND icon
Floor & Decor
FND
$537M
3
AON icon
Aon
AON
$515M
4
EPAM icon
EPAM Systems
EPAM
$447M
5
TMO icon
Thermo Fisher Scientific
TMO
$439M

Sector Composition

1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SBS icon
226
Sabesp
SBS
$15.1B
$2.28M 0.01%
158,569
+48,942
+45% +$703K
PEP icon
227
PepsiCo
PEP
$201B
$2.23M 0.01%
14,692
+8,759
+148% +$1.33M
SWKS icon
228
Skyworks Solutions
SWKS
$11.1B
$2.2M 0.01%
24,874
+13,383
+116% +$1.18M
RELX icon
229
RELX
RELX
$85.5B
$2.18M 0.01%
48,035
+22,308
+87% +$1.01M
SONY icon
230
Sony
SONY
$166B
$2.17M 0.01%
102,269
+49,199
+93% +$1.04M
TT icon
231
Trane Technologies
TT
$91.9B
$2.12M 0.01%
5,724
+2,490
+77% +$923K
REXR icon
232
Rexford Industrial Realty
REXR
$9.96B
$2.11M 0.01%
54,510
– –
TYL icon
233
Tyler Technologies
TYL
$24B
$2.1M ﹤0.01%
3,621
-11
-0.3% -$6.37K
CB icon
234
Chubb
CB
$112B
$2.04M ﹤0.01%
7,399
+3,235
+78% +$891K
POOL icon
235
Pool Corp
POOL
$11.8B
$2.02M ﹤0.01%
5,945
-335
-5% -$114K
CASY icon
236
Casey's General Stores
CASY
$18.5B
$1.98M ﹤0.01%
4,969
+133
+3% +$53K
CW icon
237
Curtiss-Wright
CW
$18.1B
$1.97M ﹤0.01%
+5,516
New +$1.97M
HUBS icon
238
HubSpot
HUBS
$24.5B
$1.85M ﹤0.01%
2,651
+2
+0.1% +$1.4K
TDY icon
239
Teledyne Technologies
TDY
$25.6B
$1.83M ﹤0.01%
3,929
+334
+9% +$155K
TECH icon
240
Bio-Techne
TECH
$8.23B
$1.7M ﹤0.01%
23,566
+675
+3% +$48.8K
TSCO icon
241
Tractor Supply
TSCO
$32.1B
$1.68M ﹤0.01%
31,991
-49
-0.2% -$2.58K
DT icon
242
Dynatrace
DT
$15B
$1.58M ﹤0.01%
+29,178
New +$1.58M
NICE icon
243
Nice
NICE
$8.56B
$1.58M ﹤0.01%
9,246
+4,239
+85% +$723K
ESGE icon
244
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$1.51M ﹤0.01%
45,185
– –
AXON icon
245
Axon Enterprise
AXON
$57.3B
$1.46M ﹤0.01%
2,422
-3,589
-60% -$2.17M
DVN icon
246
Devon Energy
DVN
$22.6B
$1.44M ﹤0.01%
44,999
+25,511
+131% +$816K
SLB icon
247
Schlumberger
SLB
$53.7B
$1.4M ﹤0.01%
37,116
+16,218
+78% +$613K
TFII icon
248
TFI International
TFII
$8.03B
$1.23M ﹤0.01%
9,082
+4,497
+98% +$607K
PDD icon
249
Pinduoduo
PDD
$176B
$1.2M ﹤0.01%
12,745
+11,062
+657% +$1.04M
BIDU icon
250
Baidu
BIDU
$33.8B
$1.15M ﹤0.01%
13,666
+6,132
+81% +$515K
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