WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$43.8B
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| 1 |
Philip Morris
PM
|
$2.03B |
| 2 |
Robinhood
HOOD
|
$934M |
| 3 |
Corteva
CTVA
|
$154M |
| 4 |
Sea Limited
SE
|
$106M |
| 5 |
TSMC
TSM
|
$74.2M |
Top Sells
| 1 |
Icon
ICLR
|
$895M |
| 2 |
Intuitive Surgical
ISRG
|
$585M |
| 3 |
Steris
STE
|
$574M |
| 4 |
Arista Networks
ANET
|
$471M |
| 5 |
Datadog
DDOG
|
$279M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Surgery Partners
SGRY
$2.91B
| – | – | -509,413 | Closed | -$12.2M |
|
277
Snap-on
SNA
$17B
| – | – | -695 | Closed | -$229K |
|
278
SPS Commerce
SPSC
$4.18B
| – | – | -100,369 | Closed | -$13.4M |
|
279
Sarepta Therapeutics
SRPT
$1.78B
| – | – | -22,664 | Closed | -$1.6M |
|
280
Stanley Black & Decker
SWK
$11.5B
| – | – | -4,619 | Closed | -$353K |
|
281
T Rowe Price
TROW
$23.6B
| – | – | -37,262 | Closed | -$3.41M |
|
282
TotalEnergies
TTE
$137B
| – | – | -44,877 | Closed | -$2.88M |
|
283
Texas Instruments
TXN
$184B
| – | – | -26,346 | Closed | -$4.65M |
|
284
Unilever
UL
$155B
| – | – | -78,609 | Closed | -$4.65M |
|
285
Union Pacific
UNP
$133B
| – | – | -14,230 | Closed | -$3.3M |
|
286
United Parcel Service
UPS
$74.1B
| – | – | -37,623 | Closed | -$4.13M |
|
|
VLRS
287
Controladora Vuela Compañía de Aviación
VLRS
$708M
| – | – | -2,416,117 | Closed | -$13M |
|
288
Verizon
VZ
$186B
| – | – | -121,067 | Closed | -$5.44M |
|
289
Whirlpool
WHR
$5.21B
| – | – | -3,373 | Closed | -$302K |
|
290
Exxon Mobil
XOM
$487B
| – | – | -36,701 | Closed | -$4.32M |
|
|
BECN
291
DELISTED
Beacon Roofing Supply, Inc.
BECN
| – | – | -434,294 | Closed | -$53.8M |
|