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 | |
|---|---|---|---|---|---|---|
276
Molina Healthcare
MOH
$9.26B
| $307K | ﹤0.01% |
1,061
-19
| -2% | -$5.5K |
|
277
CDW
CDW
$21.8B
| $292K | ﹤0.01% |
1,686
+306
| +22% | +$53K |
|
278
CBRE Group
CBRE
$48.1B
| $280K | ﹤0.01% |
2,150
+366
| +21% | +$47.7K |
|
279
Allison Transmission
ALSN
$7.46B
| $267K | ﹤0.01% |
2,469
-152
| -6% | -$16.4K |
|
280
Huntington Ingalls Industries
HII
$10.6B
| $253K | ﹤0.01% |
1,341
+396
| +42% | +$74.6K |
|
281
Markel Group
MKL
$24.8B
| $252K | ﹤0.01% |
+146
| New | +$252K |
|
282
Snap-on
SNA
$17.1B
| $247K | ﹤0.01% |
727
+31
| +4% | +$10.5K |
|
283
iShares Russell 1000 Value ETF
IWD
$63.7B
| $239K | ﹤0.01% |
+1,294
| New | +$239K |
|
284
Carlisle Companies
CSL
$16.8B
| $228K | ﹤0.01% |
619
+105
| +20% | +$38.7K |
|
285
IDEX
IEX
$12.4B
| $215K | ﹤0.01% |
+1,030
| New | +$215K |
|
286
Full Truck Alliance
YMM
$13.7B
| $210K | ﹤0.01% |
19,425
-2,240,619
| -99% | -$24.2M |
|
287
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$373M
| $114K | ﹤0.01% |
+4,496
| New | +$114K |
|
288
iShares MSCI Saudi Arabia ETF
KSA
$579M
| $57K | ﹤0.01% |
1,406
| – | – |
|
289
Acadia Pharmaceuticals
ACAD
$4.3B
| – | – |
-286,527
| Closed | -$4.5M |
|
290
Accenture
ACN
$158B
| – | – |
-4,393
| Closed | -$1.54M |
|
291
Alcon
ALC
$39B
| – | – |
-12,865
| Closed | -$1.28M |
|
292
AppFolio
APPF
$10B
| – | – |
-69,350
| Closed | -$16.3M |
|
293
Arrowhead Research
ARWR
$3.87B
| – | – |
-219,962
| Closed | -$4.33M |
|
294
Azenta
AZTA
$1.35B
| – | – |
-243,791
| Closed | -$12M |
|
295
Baker Hughes
BKR
$45.7B
| – | – |
-65,372
| Closed | -$2.37M |
|
296
Braze
BRZE
$2.92B
| – | – |
-398,022
| Closed | -$13.2M |
|
297
Charles River Laboratories
CRL
$7.99B
| – | – |
-10,367
| Closed | -$2.06M |
|
298
CryoPort
CYRX
$443M
| – | – |
-412,300
| Closed | -$3.3M |
|
299
Cytokinetics
CYTK
$5.95B
| – | – |
-71,794
| Closed | -$3.76M |
|
300
Caesars Entertainment
CZR
$5.36B
| – | – |
-475,887
| Closed | -$19.8M |
|