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
(-3.6%)
Cap. Flow
-$3.02B
Cap. Flow
% of AUM
-7.1%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44
Top Buys
| 1 |
GoDaddy
GDDY
|
$669M |
| 2 |
Sea Limited
SE
|
$512M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$436M |
| 4 |
SAP
SAP
|
$290M |
| 5 |
Illumina
ILMN
|
$116M |
Top Sells
| 1 |
Applovin
APP
|
$1.31B |
| 2 |
Floor & Decor
FND
|
$537M |
| 3 |
Aon
AON
|
$515M |
| 4 |
EPAM Systems
EPAM
|
$447M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
BioMarin Pharmaceuticals
BMRN
$10.9B
| $1.15M | ﹤0.01% |
17,540
+595
| +4% | +$38.9K |
|
252
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $994K | ﹤0.01% |
+3,446
| New | +$994K |
|
253
Natera
NTRA
$22.9B
| $938K | ﹤0.01% |
5,913
-12
| -0.2% | -$1.9K |
|
254
SPDR S&P Dividend ETF
SDY
$20.6B
| $813K | ﹤0.01% |
+6,174
| New | +$813K |
|
255
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $792K | ﹤0.01% |
7,902
| – | – |
|
256
FMC
FMC
$4.66B
| $785K | ﹤0.01% |
16,210
+358
| +2% | +$17.3K |
|
257
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $697K | ﹤0.01% |
3,977
-172
| -4% | -$30.2K |
|
258
Paychex
PAYX
$49.4B
| $677K | ﹤0.01% |
4,834
+2,462
| +104% | +$345K |
|
259
NetEase
NTES
$84.3B
| $674K | ﹤0.01% |
7,549
-339
| -4% | -$30.3K |
|
260
iShares MSCI ACWI ex US ETF
ACWX
$6.62B
| $651K | ﹤0.01% |
+12,463
| New | +$651K |
|
261
Jack Henry & Associates
JKHY
$11.8B
| $603K | ﹤0.01% |
3,445
+1,621
| +89% | +$284K |
|
262
Ingredion
INGR
$8.21B
| $550K | ﹤0.01% |
4,010
+1,802
| +82% | +$247K |
|
263
Clorox
CLX
$15.2B
| $547K | ﹤0.01% |
3,387
-4,079
| -55% | -$658K |
|
264
Quest Diagnostics
DGX
$20.1B
| $535K | ﹤0.01% |
3,542
+1,647
| +87% | +$249K |
|
265
C.H. Robinson
CHRW
$15.1B
| $516K | ﹤0.01% |
4,987
+2,113
| +74% | +$219K |
|
266
Eastman Chemical
EMN
$7.88B
| $508K | ﹤0.01% |
5,589
+2,259
| +68% | +$205K |
|
267
Principal Financial Group
PFG
$18.1B
| $505K | ﹤0.01% |
6,544
+3,463
| +112% | +$267K |
|
268
Cencora
COR
$56.7B
| $476K | ﹤0.01% |
2,116
+1,053
| +99% | +$237K |
|
269
MSC Industrial Direct
MSM
$5.16B
| $466K | ﹤0.01% |
6,375
-14,385
| -69% | -$1.05M |
|
270
Whirlpool
WHR
$5.14B
| $452K | ﹤0.01% |
+3,972
| New | +$452K |
|
271
Omnicom Group
OMC
$15.2B
| $391K | ﹤0.01% |
4,561
+2,485
| +120% | +$213K |
|
272
Stanley Black & Decker
SWK
$11.6B
| $380K | ﹤0.01% |
4,758
+2,825
| +146% | +$226K |
|
273
Lincoln Electric
LECO
$13.5B
| $372K | ﹤0.01% |
1,975
+907
| +85% | +$171K |
|
274
Comerica
CMA
$9.07B
| $365K | ﹤0.01% |
+5,938
| New | +$365K |
|
275
Hormel Foods
HRL
$13.9B
| $319K | ﹤0.01% |
10,215
+3,075
| +43% | +$95.9K |
|