WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+23.81%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.8B
AUM Growth
+$36.8B
(+29%)
Cap. Flow
+$2.29B
Cap. Flow
% of AUM
6.23%
Top 10 Holdings %
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6
Top Buys
| 1 |
HDFC Bank
HDB
|
$701M |
| 2 |
Synopsys
SNPS
|
$265M |
| 3 |
Nike
NKE
|
$257M |
| 4 |
Mercado Libre
MELI
|
$176M |
| 5 |
Church & Dwight Co
CHD
|
$134M |
Top Sells
| 1 |
Crown Castle
CCI
|
$229M |
| 2 |
Illumina
ILMN
|
$199M |
| 3 |
Cooper Companies
COO
|
$165M |
| 4 |
Boston Scientific
BSX
|
$139M |
| 5 |
ANSS
Ansys
ANSS
|
$72M |
Sector Composition
| 1 | Technology | 32.16% |
| 2 | Healthcare | 21.97% |
| 3 | Consumer Discretionary | 18.62% |
| 4 | Financials | 12.33% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Church & Dwight Co
CHD
$22.7B
| $300M | 0.82% |
3,442,848
+1,540,259
| +81% | +$134M |
|
27
Ecolab
ECL
$77.5B
| $287M | 0.78% |
1,326,364
+178,728
| +16% | +$38.7M |
|
28
MSCI
MSCI
$42.7B
| $277M | 0.75% |
621,252
+87,517
| +16% | +$39.1M |
|
|
29
Synopsys
SNPS
$110B
| $270M | 0.73% |
1,041,913
+1,020,573
| +4,782% | +$265M |
|
30
ServiceNow
NOW
$191B
| $269M | 0.73% |
488,905
+76,997
| +19% | +$42.4M |
|
31
Fair Isaac
FICO
$36.5B
| $268M | 0.73% |
524,923
+81,250
| +18% | +$41.5M |
|
32
Verisk Analytics
VRSK
$37.5B
| $264M | 0.72% |
1,272,126
+179,729
| +16% | +$37.3M |
|
33
Canadian National Railway
CNI
$60.3B
| $259M | 0.7% |
2,357,863
+355,860
| +18% | +$39.1M |
|
|
34
Nike
NKE
$110B
| $257M | 0.7% |
+1,818,345
| New | +$257M |
|
35
Costco
COST
$421B
| $247M | 0.67% |
654,685
+98,917
| +18% | +$37.3M |
|
36
HEICO Class A
HEI.A
$34.9B
| $246M | 0.67% |
2,101,571
+314,373
| +18% | +$36.8M |
|
37
Intercontinental Exchange
ICE
$100B
| $208M | 0.56% |
1,800,672
+279,124
| +18% | +$32.2M |
|
|
ANSS
38
DELISTED
Ansys
ANSS
| $201M | 0.55% |
552,715
-197,874
| -26% | -$72M |
|
39
Alibaba
BABA
$325B
| $139M | 0.38% |
596,994
+129,162
| +28% | +$30.1M |
|
|
NBIS
40
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.7B
| $103M | 0.28% |
1,477,009
+315,830
| +27% | +$22M |
|
41
WNS Holdings
WNS
$3.24B
| $83.7M | 0.23% |
1,161,563
+266,665
| +30% | +$19.2M |
|
42
EPAM Systems
EPAM
$9.69B
| $65.9M | 0.18% |
183,804
+42,016
| +30% | +$15.1M |
|
43
Globant
GLOB
$2.82B
| $42M | 0.11% |
193,037
+21,905
| +13% | +$4.77M |
|
44
Virtus Investment Partners
VRTS
$1.3B
| $38.7M | 0.11% |
178,564
-6,274
| -3% | -$1.36M |
|
|
FOCS
45
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $36.6M | 0.1% |
842,207
-25,135
| -3% | -$1.09M |
|
46
Grupo Aeroportuario del Sureste
ASR
$9.95B
| $31.9M | 0.09% |
193,574
+69,670
| +56% | +$11.5M |
|
47
Jones Lang LaSalle
JLL
$14.2B
| $31.8M | 0.09% |
214,048
+3,638
| +2% | +$540K |
|
48
Unifirst Corp
UNF
$3.25B
| $29.7M | 0.08% |
140,412
+2,182
| +2% | +$462K |
|
49
ePlus
PLUS
$1.85B
| $28.4M | 0.08% |
322,794
+5,302
| +2% | +$466K |
|
50
Credicorp
BAP
$20.8B
| $28.1M | 0.08% |
171,352
+92,352
| +117% | +$15.1M |
|