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
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FUTU icon
226
Futu Holdings
FUTU
$20.7B
$220K ﹤0.01%
+1,266
YSG
227
Yatsen Holding
YSG
$418M
$114K ﹤0.01%
+12,252
KSA icon
228
iShares MSCI Saudi Arabia ETF
KSA
$658M
$56.5K ﹤0.01%
1,406
FRSH icon
229
Freshworks
FRSH
$2.21B
– –
-898,133
ACWI icon
230
iShares MSCI ACWI ETF
ACWI
$29B
– –
-1,412
AZEK
231
DELISTED
The AZEK Co
AZEK
– –
-486,715
BILL icon
232
BILL Holdings
BILL
$4.4B
– –
-464,155
CINT icon
233
CI&T Inc
CINT
$640M
– –
-1,359,236
VISN
234
Vistance Networks Inc
VISN
$3.89B
– –
-16,737
EME icon
235
Emcor
EME
$32.4B
– –
-10,988
ESTC icon
236
Elastic
ESTC
$5.49B
– –
-26,202
FIVN icon
237
FIVE9
FIVN
$1.36B
– –
-558,313
FRPT icon
238
Freshpet
FRPT
$4.14B
– –
-2,773,090
GTLB icon
239
GitLab
GTLB
$4.43B
– –
-333,771
KMX icon
240
CarMax
KMX
$6.12B
– –
-38,991
MZTI
241
The Marzetti Company
MZTI
$4.51B
– –
-98,329
LNTH icon
242
Lantheus
LNTH
$4.97B
– –
-135,891
LX
243
LexinFintech Holdings
LX
$486M
– –
-19,731
MLNK
244
DELISTED
MeridianLink
MLNK
– –
-1,049,707
OLLI icon
245
Ollie's Bargain Outlet
OLLI
$6.57B
– –
-145,990
PCVX icon
246
Vaxcyte
PCVX
$8.86B
– –
-70,372
PLNT icon
247
Planet Fitness
PLNT
$6.55B
– –
-187,175
TEAM icon
248
Atlassian
TEAM
$19.8B
– –
-3,388,634
TYL icon
249
Tyler Technologies
TYL
$15.3B
– –
-2,742
UNF icon
250
Unifirst Corp
UNF
$4.24B
– –
-63,430
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