WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+12.64%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.2B
AUM Growth
+$36.2B
(+6.2%)
Cap. Flow
-$1.66B
Cap. Flow
% of AUM
-4.6%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11
Top Buys
| 1 |
Mercado Libre
MELI
|
$787M |
| 2 |
Intuitive Surgical
ISRG
|
$576M |
| 3 |
GE Aerospace
GE
|
$520M |
| 4 |
Canadian Natural Resources
CNQ
|
$142M |
| 5 |
UBS Group
UBS
|
$141M |
Top Sells
| 1 |
Mettler-Toledo International
MTD
|
$1.13B |
| 2 |
Stryker
SYK
|
$532M |
| 3 |
Novo Nordisk
NVO
|
$239M |
| 4 |
Canadian Pacific Kansas City
CP
|
$237M |
| 5 |
Icon
ICLR
|
$207M |
Sector Composition
| 1 | Technology | 28.69% |
| 2 | Industrials | 19.03% |
| 3 | Healthcare | 17.56% |
| 4 | Financials | 16.47% |
| 5 | Consumer Discretionary | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NBIS
251
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.7B
| $0 | ﹤0.01% |
1,359,632
-86
| -0% | – |
|
252
Veeva Systems
VEEV
$44.4B
| – | – |
-84,016
| Closed | -$17.2M |
|
|
253
Stryker
SYK
$149B
| – | – |
-1,943,601
| Closed | -$532M |
|
254
Paycom
PAYC
$12.5B
| – | – |
-37,994
| Closed | -$9.87M |
|
255
Novanta
NOVT
$4.05B
| – | – |
-21,094
| Closed | -$3.03M |
|
256
Micron Technology
MU
$133B
| – | – |
-12,374
| Closed | -$807K |
|
257
Topgolf Callaway Brands
MODG
$1.69B
| – | – |
-682,964
| Closed | -$9.39M |
|
|
HES
258
DELISTED
Hess
HES
| – | – |
-6,328
| Closed | -$991K |
|
259
Health Catalyst
HCAT
$228M
| – | – |
-647,824
| Closed | -$6.56M |
|
|
ETWO
260
DELISTED
E2open Parent Holdings
ETWO
| – | – |
-3,217,647
| Closed | -$14.6M |
|
261
Endava
DAVA
$855M
| – | – |
-33,224
| Closed | -$1.93M |
|