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 | |
|---|---|---|---|---|---|---|
26
GoDaddy
GDDY
$20.5B
| $661M | 1.51% | 3,670,677 +199,459 | +6% | +$35.9M |
|
27
LPL Financial
LPLA
$29.2B
| $632M | 1.44% | 1,730,777 +95,423 | +6% | +$34.8M |
|
28
GE Aerospace
GE
$292B
| $608M | 1.39% | 2,388,652 -748,042 | -24% | -$190M |
|
29
Reinsurance Group of America
RGA
$12.9B
| $521M | 1.19% | 2,639,979 +125,937 | +5% | +$24.9M |
|
30
Vertex Pharmaceuticals
VRTX
$100B
| $514M | 1.17% | 1,163,670 +64,730 | +6% | +$28.6M |
|
|
31
Steris
STE
$24.1B
| $501M | 1.14% | 2,099,115 -2,405,472 | -53% | -$574M |
|
32
Illumina
ILMN
$15.8B
| $420M | 0.96% | 4,426,471 +247,460 | +6% | +$23.5M |
|
33
UnitedHealth
UNH
$281B
| $393M | 0.9% | 1,271,535 +55,403 | +5% | +$17.1M |
|
34
SAP
SAP
$317B
| $369M | 0.84% | 1,224,778 -4,308 | -0.4% | -$1.3M |
|
35
GE Vernova
GEV
$167B
| $343M | 0.78% | 659,451 +29,686 | +5% | +$15.4M |
|
36
Ferrari
RACE
$85B
| $223M | 0.51% | 453,188 -297,316 | -40% | -$146M |
|
37
Freshpet
FRPT
$2.72B
| $190M | 0.43% | 2,773,090 -38,045 | -1% | -$2.6M |
|
38
AstraZeneca
AZN
$248B
| $185M | 0.42% | 2,653,082 -1,349,988 | -34% | -$94.3M |
|
39
Novo Nordisk
NVO
$251B
| $181M | 0.41% | 2,634,705 -1,501,152 | -36% | -$103M |
|
40
UBS Group
UBS
$128B
| $175M | 0.4% | 5,221,697 -82,824 | -2% | -$2.77M |
|
41
Canadian Natural Resources
CNQ
$65.9B
| $146M | 0.33% | 4,633,243 +169,600 | +4% | +$5.33M |
|
42
Celestica
CLS
$22.4B
| $136M | 0.31% | 893,991 -75,217 | -8% | -$11.5M |
|
43
Inter&Co
INTR
$3.78B
| $64.1M | 0.15% | 8,724,180 +5,499,557 | +171% | +$40.4M |
|
44
Credicorp
BAP
$20.4B
| $60.3M | 0.14% | 269,176 -10,115 | -4% | -$2.26M |
|
45
Addus HomeCare
ADUS
$2.12B
| $56.3M | 0.13% | 489,060 -5,731 | -1% | -$660K |
|
46
SharkNinja
SN
$16.5B
| $55.6M | 0.13% | 575,867 +354,101 | +160% | +$34.2M |
|
47
Carpenter Technology
CRS
$12B
| $55.4M | 0.13% | 200,944 +43,348 | +28% | +$12M |
|
48
Tapestry
TPR
$21.2B
| $48.8M | 0.11% | 560,101 +26,367 | +5% | +$2.3M |
|
49
Verra Mobility
VRRM
$3.96B
| $46.4M | 0.11% | 1,825,289 -21,289 | -1% | -$541K |
|
50
Element Solutions
ESI
$6.21B
| $38.3M | 0.09% | 1,679,998 -17,267 | -1% | -$394K |
|