WCM Investment Management Portfolio holdings
AUM
$43.8B
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
+$42.5B
(-3.6%)
Cap. Flow
-$2.5B
Cap. Flow
% of AUM
-5.88%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
110
Reduced
131
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 | |
|---|---|---|---|---|---|---|
326
Baker Hughes
BKR
$44.4B
| – | – |
-65,372
| Closed | -$2.37M |
|
327
Azenta
AZTA
$1.35B
| – | – |
-243,791
| Closed | -$12M |
|
328
Arrowhead Research
ARWR
$3.84B
| – | – |
-219,962
| Closed | -$4.33M |
|
329
AppFolio
APPF
$9.91B
| – | – |
-69,350
| Closed | -$16.3M |
|
330
Alcon
ALC
$38.9B
| – | – |
-12,865
| Closed | -$1.28M |
|
331
Accenture
ACN
$158B
| – | – |
-4,393
| Closed | -$1.54M |
|
332
Acadia Pharmaceuticals
ACAD
$4.34B
| – | – |
-286,527
| Closed | -$4.5M |
|