WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+46.86%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$26.1B
AUM Growth
+$26.1B
(+44%)
Cap. Flow
+$1.31B
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15
Top Buys
| 1 |
lululemon athletica
LULU
|
$380M |
| 2 |
Mercado Libre
MELI
|
$203M |
| 3 |
Steris
STE
|
$187M |
| 4 |
ServiceNow
NOW
|
$153M |
| 5 |
TSMC
TSM
|
$126M |
Top Sells
| 1 |
Chubb
CB
|
$955M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$11.5M |
| 3 |
Shopify
SHOP
|
$9.16M |
| 4 |
Brink's
BCO
|
$6.32M |
| 5 |
Wingstop
WING
|
$6.17M |
Sector Composition
| 1 | Technology | 34.45% |
| 2 | Healthcare | 25.02% |
| 3 | Consumer Discretionary | 19.68% |
| 4 | Industrials | 9.19% |
| 5 | Financials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verisk Analytics
VRSK
$37.5B
| $170M | 0.65% | 1,000,326 +97,766 | +11% | +$16.6M |
|
27
Fair Isaac
FICO
$36.5B
| $170M | 0.65% | 405,921 +192,142 | +90% | +$80.3M |
|
28
Idexx Laboratories
IDXX
$51.8B
| $165M | 0.63% | 500,694 +209,804 | +72% | +$69.3M |
|
29
MSCI
MSCI
$43.9B
| $163M | 0.63% | 488,796 +47,951 | +11% | +$16M |
|
30
Canadian National Railway
CNI
$60.4B
| $162M | 0.62% | 1,829,260 +182,447 | +11% | +$16.2M |
|
31
Costco
COST
$418B
| $154M | 0.59% | 508,589 +49,885 | +11% | +$15.1M |
|
32
Amphenol
APH
$133B
| $154M | 0.59% | 1,603,441 +158,793 | +11% | +$15.2M |
|
|
33
ServiceNow
NOW
$190B
| $153M | 0.59% | +377,224 | New | +$153M |
|
34
Sherwin-Williams
SHW
$91.2B
| $149M | 0.57% | 258,167 +25,653 | +11% | +$14.8M |
|
35
Church & Dwight Co
CHD
$22.7B
| $135M | 0.52% | 1,745,948 +163,317 | +10% | +$12.6M |
|
36
HEICO Class A
HEI.A
$34.1B
| $133M | 0.51% | 1,637,916 +163,683 | +11% | +$13.3M |
|
37
Boston Scientific
BSX
$156B
| $133M | 0.51% | 3,776,062 +391,541 | +12% | +$13.7M |
|
38
Intercontinental Exchange
ICE
$101B
| $127M | 0.49% | 1,388,607 +139,799 | +11% | +$12.8M |
|
39
Cooper Companies
COO
$13.4B
| $122M | 0.47% | 429,892 +41,394 | +11% | +$11.7M |
|
40
Alibaba
BABA
$322B
| $89.1M | 0.34% | 413,216 +235,116 | +132% | +$50.7M |
|
|
NBIS
41
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $61.1M | 0.23% | 1,221,479 +638,894 | +110% | +$32M |
|
42
WNS Holdings
WNS
$3.24B
| $44.9M | 0.17% | 815,842 +339,959 | +71% | +$18.7M |
|
43
EPAM Systems
EPAM
$9.82B
| $31.4M | 0.12% | 124,544 +76,087 | +157% | +$19.2M |
|
44
Globant
GLOB
$2.96B
| $28M | 0.11% | 187,112 +81,273 | +77% | +$12.2M |
|
|
FOCS
45
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $24.6M | 0.09% | 745,013 +47,188 | +7% | +$1.56M |
|
46
Unifirst Corp
UNF
$3.3B
| $20.8M | 0.08% | 116,105 +1,531 | +1% | +$274K |
|
47
EnerSys
ENS
$3.85B
| $20.2M | 0.08% | 313,406 +4,365 | +1% | +$281K |
|
48
Manhattan Associates
MANH
$13B
| $19.6M | 0.08% | 208,514 +14,540 | +7% | +$1.37M |
|
49
Healthcare Services Group
HCSG
$1.13B
| $19.4M | 0.07% | 792,617 +10,151 | +1% | +$248K |
|
|
CCMP
50
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $18.6M | 0.07% | 133,242 +8,454 | +7% | +$1.18M |
|