WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+6.04%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$7.92B
AUM Growth
+$7.92B
Cap. Flow
+$1.05B
Cap. Flow %
13.28%
Top 10 Hldgs %
81.79%
Holding
89
New
5
Increased
70
Reduced
9
Closed
2

Top Buys

1
CB icon
Chubb
CB
$814M
2
RACE icon
Ferrari
RACE
$109M
3
COST icon
Costco
COST
$27.3M
4
TSCO icon
Tractor Supply
TSCO
$26.2M
5
TSM icon
TSMC
TSM
$19.2M

Top Sells

1
LUX
Luxottica Group
LUX
$83.6M
2
UA icon
Under Armour Class C
UA
$27.6M
3
AMZN icon
Amazon
AMZN
$13.8M
4
ASR icon
Grupo Aeroportuario del Sureste
ASR
$1.84M
5
CCF
Chase Corporation
CCF
$864K

Sector Composition

1 Financials 30.84%
2 Technology 19.37%
3 Consumer Discretionary 11.54%
4 Industrials 10.25%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SLB icon
26
Schlumberger
SLB
$52.4B
$50.7M 0.64%
726,856
+57,454
+9% +$4.01M
A icon
27
Agilent Technologies
A
$35.5B
$46.3M 0.58%
721,036
+56,589
+9% +$3.63M
TYL icon
28
Tyler Technologies
TYL
$23.9B
$46.1M 0.58%
264,260
+20,051
+8% +$3.5M
SCHW icon
29
Charles Schwab
SCHW
$174B
$42.9M 0.54%
981,914
+78,129
+9% +$3.42M
FRC
30
DELISTED
First Republic Bank
FRC
$41.9M 0.53%
400,886
+30,019
+8% +$3.14M
EW icon
31
Edwards Lifesciences
EW
$47.5B
$36.4M 0.46%
333,439
+24,600
+8% +$2.69M
ADUS icon
32
Addus HomeCare
ADUS
$2.07B
$10.4M 0.13%
294,052
+5,120
+2% +$181K
BABA icon
33
Alibaba
BABA
$325B
$9.23M 0.12%
53,464
-482
-0.9% -$83.2K
CRMT icon
34
America's Car Mart
CRMT
$369M
$8.61M 0.11%
209,347
+2,690
+1% +$111K
AFH
35
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$8.51M 0.11%
450,373
+1,490
+0.3% +$28.2K
UFPT icon
36
UFP Technologies
UFPT
$1.57B
$7.89M 0.1%
280,591
+3,695
+1% +$104K
TRNS icon
37
Transcat
TRNS
$747M
$6.53M 0.08%
481,857
+1,525
+0.3% +$20.7K
UTMD icon
38
Utah Medical Products
UTMD
$197M
$6.03M 0.08%
82,002
+90
+0.1% +$6.62K
WINA icon
39
Winmark
WINA
$1.65B
$5.83M 0.07%
44,255
+50
+0.1% +$6.59K
GHM icon
40
Graham Corp
GHM
$520M
$5.83M 0.07%
279,716
+1,305
+0.5% +$27.2K
CASS icon
41
Cass Information Systems
CASS
$566M
$5.48M 0.07%
86,324
+1,775
+2% +$113K
SP
42
DELISTED
SP Plus Corporation
SP
$5.47M 0.07%
138,369
+2,565
+2% +$101K
ABEV icon
43
Ambev
ABEV
$33.2B
$4.73M 0.06%
718,382
-130,615
-15% -$861K
NGS icon
44
Natural Gas Services Group
NGS
$329M
$4.59M 0.06%
161,617
+675
+0.4% +$19.2K
THR icon
45
Thermon Group Holdings
THR
$847M
$4.39M 0.06%
244,049
+3,570
+1% +$64.2K
CBPO
46
DELISTED
China Biologic Products Holdings, Inc.
CBPO
$4.27M 0.05%
+46,252
New +$4.27M
LGTY
47
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$4.02M 0.05%
354,119
+380
+0.1% +$4.32K
ERJ icon
48
Embraer
ERJ
$10.4B
$3.88M 0.05%
171,533
-826
-0.5% -$18.7K
TLK icon
49
Telkom Indonesia
TLK
$18.9B
$3.83M 0.05%
111,565
-953
-0.8% -$32.7K
LXFT
50
DELISTED
Luxoft Holding, Inc.
LXFT
$3.56M 0.05%
74,484
+252
+0.3% +$12K
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