WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+1.8%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$38.9B
AUM Growth
-$3.62B
(-8.5%)
Cap. Flow
-$3.06B
Cap. Flow
% of AUM
-7.86%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| 1 |
Pinduoduo
PDD
|
$48M |
| 2 |
Tapestry
TPR
|
$37.5M |
| 3 |
HealthEquity
HQY
|
$20.2M |
| 4 |
AstraZeneca
AZN
|
$20.1M |
| 5 |
SAP
SAP
|
$17M |
Top Sells
| 1 |
GE Aerospace
GE
|
$462M |
| 2 |
GE Vernova
GEV
|
$436M |
| 3 |
Canadian Pacific Kansas City
CP
|
$392M |
| 4 |
Entegris
ENTG
|
$367M |
| 5 |
Booz Allen Hamilton
BAH
|
$282M |
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 18.67% |
| 4 | Healthcare | 15.21% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Molina Healthcare
MOH
$9.47B
| $541K | ﹤0.01% |
1,677
+616
| +58% | +$199K |
|
252
Ingredion
INGR
$8.24B
| $495K | ﹤0.01% |
3,671
-339
| -8% | -$45.8K |
|
253
C.H. Robinson
CHRW
$14.9B
| $493K | ﹤0.01% |
4,872
-115
| -2% | -$11.6K |
|
254
MSC Industrial Direct
MSM
$5.14B
| $488K | ﹤0.01% |
6,285
-90
| -1% | -$6.99K |
|
255
Clorox
CLX
$15.5B
| $484K | ﹤0.01% |
3,309
-78
| -2% | -$11.4K |
|
256
Eastman Chemical
EMN
$7.93B
| $471K | ﹤0.01% |
5,413
-176
| -3% | -$15.3K |
|
257
CBRE Group
CBRE
$48.9B
| $438K | ﹤0.01% |
3,387
+1,237
| +58% | +$160K |
|
258
Markel Group
MKL
$24.2B
| $436K | ﹤0.01% |
235
+89
| +61% | +$165K |
|
259
CDW
CDW
$22.2B
| $429K | ﹤0.01% |
2,656
+970
| +58% | +$157K |
|
260
Costco
COST
$427B
| $395K | ﹤0.01% |
+425
| New | +$395K |
|
261
Lincoln Electric
LECO
$13.5B
| $367K | ﹤0.01% |
1,926
-49
| -2% | -$9.33K |
|
262
Omnicom Group
OMC
$15.4B
| $359K | ﹤0.01% |
4,470
-91
| -2% | -$7.3K |
|
263
Stanley Black & Decker
SWK
$12.1B
| $353K | ﹤0.01% |
4,619
-139
| -3% | -$10.6K |
|
264
Full Truck Alliance
YMM
$13.9B
| $349K | ﹤0.01% |
27,035
+7,610
| +39% | +$98.2K |
|
265
Apple
AAPL
$3.56T
| $347K | ﹤0.01% |
+1,592
| New | +$347K |
|
266
Chemed
CHE
$6.79B
| $346K | ﹤0.01% |
+571
| New | +$346K |
|
267
Carlisle Companies
CSL
$16.9B
| $336K | ﹤0.01% |
980
+361
| +58% | +$124K |
|
268
Comerica
CMA
$8.85B
| $317K | ﹤0.01% |
5,403
-535
| -9% | -$31.4K |
|
269
Whirlpool
WHR
$5.28B
| $302K | ﹤0.01% |
3,373
-599
| -15% | -$53.6K |
|
270
Hormel Foods
HRL
$14.1B
| $298K | ﹤0.01% |
9,806
-409
| -4% | -$12.4K |
|
271
IDEX
IEX
$12.4B
| $294K | ﹤0.01% |
1,623
+593
| +58% | +$107K |
|
272
Huntington Ingalls Industries
HII
$10.6B
| $262K | ﹤0.01% |
1,274
-67
| -5% | -$13.8K |
|
273
Trex
TREX
$6.93B
| $243K | ﹤0.01% |
+4,236
| New | +$243K |
|
274
Snap-on
SNA
$17.1B
| $229K | ﹤0.01% |
695
-32
| -4% | -$10.5K |
|
275
Allison Transmission
ALSN
$7.53B
| $226K | ﹤0.01% |
2,355
-114
| -5% | -$11K |
|