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
$48.6B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$1.05B
3
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

1
+$561M
2
+$453M
3
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACMR icon
226
ACM Research
ACMR
$3.92B
$441K ﹤0.01%
+10,960
IEX icon
227
IDEX
IEX
$15.9B
$410K ﹤0.01%
2,287
-88
CDW icon
228
CDW
CDW
$14.1B
$401K ﹤0.01%
2,899
-106
CBRE icon
229
CBRE Group
CBRE
$43B
$379K ﹤0.01%
2,318
-1,607
CSL icon
230
Carlisle Companies
CSL
$14.6B
$354K ﹤0.01%
1,092
-41
GOOGL icon
231
Alphabet (Google) Class A
GOOGL
$4.82T
$315K ﹤0.01%
1,003
+80
YMM icon
232
Full Truck Alliance
YMM
$9.25B
$290K ﹤0.01%
26,561
-23,201
CHE icon
233
Chemed
CHE
$5.65B
$274K ﹤0.01%
637
-24
APH icon
234
Amphenol
APH
$168B
$271K ﹤0.01%
1,988
IBKR icon
235
Interactive Brokers
IBKR
$37.3B
$256K ﹤0.01%
3,936
+314
TCOM icon
236
Trip.com Group
TCOM
$33.6B
$238K ﹤0.01%
3,285
+99
AIZ icon
237
Assurant
AIZ
$11.6B
$227K ﹤0.01%
+936
HUYA
238
Huya Inc
HUYA
$735M
$216K ﹤0.01%
+74,525
FUTU icon
239
Futu Holdings
FUTU
$20.3B
$216K ﹤0.01%
1,304
+38
HGTY icon
240
Hagerty
HGTY
$1.05B
$134K ﹤0.01%
+10,023
KSA icon
241
iShares MSCI Saudi Arabia ETF
KSA
$706M
$50.7K ﹤0.01%
1,406
ORCL icon
242
Oracle
ORCL
$560B
– –
-881
LRN icon
243
Stride
LRN
$3.9B
– –
-74,141
LEU icon
244
Centrus Energy
LEU
$4.06B
– –
-45,447
KVYO icon
245
Klaviyo
KVYO
$4.77B
– –
-389,303
INSP icon
246
Inspire Medical Systems
INSP
$1.31B
– –
-107,032
GRBK icon
247
Green Brick Partners
GRBK
$2.83B
– –
-152,362
FWRG icon
248
First Watch Restaurant Group
FWRG
$737M
– –
-736,665
FOXF icon
249
Fox Factory Holding Corp
FOXF
$779M
– –
-426,531
CRMT icon
250
America's Car Mart
CRMT
$106M
– –
-259,274
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