WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$42.3B
(+0.56%)
Cap. Flow
+$1.31B
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
133
Reduced
93
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
276
Lam Research
LRCX
$124B
| – | – |
-484,865
| Closed | -$471M |
|
277
International Flavors & Fragrances
IFF
$16.8B
| – | – |
-31,128
| Closed | -$2.68M |
|
|
278
Costco
COST
$421B
| – | – |
-529,857
| Closed | -$388M |
|
279
Chipotle Mexican Grill
CMG
$56B
| – | – |
-5,098
| Closed | -$14.8M |
|
280
Brookfield Asset Management
BAM
$94.4B
| – | – |
-20,128
| Closed | -$846K |
|
|
SP
281
DELISTED
SP Plus Corporation
SP
| – | – |
-168,562
| Closed | -$8.8M |
|