WCM Investment Management Portfolio holdings
AUM
$48.6B
1-Year Est. Return
43.05%
This Fund
S&P 500
1 Year Est. Return
+43.05%
AUM
$48.6B
AUM Growth
+$504M
(+1%)
Holding
263
Top Buys
| 1 | +$1.08B | |
| 2 | +$1.05B | |
| 3 | +$759M | |
| 4 |
Welltower
WELL
|
+$586M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$339M |
Top Sells
| 1 | +$561M | |
| 2 | +$453M | |
| 3 | +$433M | |
| 4 |
Steris
STE
|
+$288M |
| 5 |
Applovin
APP
|
+$117M |
Sector Composition
| 1 | Technology | 26.66% |
| 2 | Financials | 17.64% |
| 3 | Consumer Discretionary | 15.56% |
| 4 | Industrials | 10.89% |
| 5 | Communication Services | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$359B
| $721M | 1.48% |
2,312,597
-41,628
|
|
||
27
Aon
AON
$71.9B
| $708M | 1.46% |
1,986,128
-51,715
|
|
||
28
Arthur J. Gallagher & Co
AJG
$58.7B
| $623M | 1.28% |
2,380,294
-51,704
|
|
||
29
LPL Financial
LPLA
$24B
| $619M | 1.28% |
1,721,473
-21,518
|
|
||
|
30
Welltower
WELL
$145B
| $617M | 1.27% |
3,281,537
+3,139,923
|
|
||
31
Robinhood
HOOD
$68.3B
| $595M | 1.23% |
5,157,765
-3,484,268
|
|
||
32
Corteva
CTVA
$53.9B
| $593M | 1.22% |
8,805,284
-127,939
|
|
||
33
Reinsurance Group of America
RGA
$14.1B
| $563M | 1.16% |
2,747,939
+13,481
|
|
||
34
monday.com
MNDY
$3.74B
| $547M | 1.13% |
3,761,924
-422,821
|
|
||
35
Illumina
ILMN
$20.6B
| $540M | 1.11% |
4,071,325
-110,356
|
|
||
36
Vertex Pharmaceuticals
VRTX
$126B
| $512M | 1.05% |
1,129,145
-20,987
|
|
||
|
37
Teva Pharmaceuticals
TEVA
$39.4B
| $439M | 0.9% |
14,007,078
+13,756,631
|
|
||
38
GoDaddy
GDDY
$11.8B
| $414M | 0.85% |
3,280,947
-455,874
|
|
||
39
GE Vernova
GEV
$235B
| $394M | 0.81% |
597,527
-84,145
|
|
||
|
MDLN
40
Medline Inc
MDLN
$38.6B
| $307M | 0.63% |
+7,324,583
|
|
||
41
SAP
SAP
$235B
| $274M | 0.56% |
1,119,733
-101,855
|
|
||
42
AstraZeneca
AZN
$323B
| $246M | 0.51% |
2,662,619
-1,140
|
|
||
43
UBS Group
UBS
$128B
| $242M | 0.5% |
5,211,089
-6,592
|
|
||
44
American Healthcare REIT
AHR
$9.31B
| $163M | 0.34% |
+3,408,275
|
|
||
45
Ferrari
RACE
$67.2B
| $158M | 0.33% |
424,528
-9,081
|
|
||
46
Celestica
CLS
$31.9B
| $157M | 0.32% |
524,725
-184,498
|
|
||
47
iShares MSCI EAFE ETF
EFA
$77.8B
| $147M | 0.3% |
1,526,607
+1,512,625
|
|
||
48
Canadian Natural Resources
CNQ
$91.2B
| $142M | 0.29% |
4,183,999
-449,967
|
|
||
49
Carpenter Technology
CRS
$19.8B
| $138M | 0.28% |
433,914
+76,416
|
|
||
50
Novo Nordisk
NVO
$166B
| $128M | 0.26% |
2,508,292
-223,890
|
|