WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$42.3B
(+0.56%)
Cap. Flow
+$1.31B
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
133
Reduced
93
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Booz Allen Hamilton
BAH
$13.2B
| $660M | 1.56% |
4,225,702
-26,466
| -0.6% | -$4.14M |
|
27
McKesson
MCK
$85.9B
| $658M | 1.56% |
1,109,573
-8,456
| -0.8% | -$5.02M |
|
28
UnitedHealth
UNH
$279B
| $592M | 1.4% |
1,217,243
+6,695
| +0.6% | +$3.26M |
|
29
Novo Nordisk
NVO
$252B
| $583M | 1.38% |
4,034,795
-43,002
| -1% | -$6.21M |
|
30
Visa
V
$681B
| $573M | 1.35% |
2,148,301
-36,593
| -2% | -$9.76M |
|
|
31
Arista Networks
ANET
$173B
| $552M | 1.31% |
1,587,231
-1,462,185
| -48% | -$509M |
|
32
Intuitive Surgical
ISRG
$158B
| $545M | 1.29% |
1,224,923
-493,033
| -29% | -$219M |
|
33
Thermo Fisher Scientific
TMO
$183B
| $539M | 1.28% |
979,457
-7,159
| -0.7% | -$3.94M |
|
34
LPL Financial
LPLA
$28.5B
| $460M | 1.09% |
1,663,718
-33,346
| -2% | -$9.22M |
|
35
Floor & Decor
FND
$8.45B
| $452M | 1.07% |
4,490,237
-31,782
| -0.7% | -$3.2M |
|
36
EPAM Systems
EPAM
$9.69B
| $417M | 0.98% |
2,250,350
-201,609
| -8% | -$37.3M |
|
37
Ferrari
RACE
$88.2B
| $383M | 0.91% |
936,030
-133,490
| -12% | -$54.7M |
|
38
Corteva
CTVA
$49.2B
| $377M | 0.89% |
7,018,423
-201,001
| -3% | -$10.8M |
|
39
Illumina
ILMN
$15.2B
| $357M | 0.84% |
3,352,887
-24,334
| -0.7% | -$12.7M |
|
40
Old Dominion Freight Line
ODFL
$31.1B
| $351M | 0.83% |
2,015,153
+28,956
| +1% | +$5.05M |
|
41
AstraZeneca
AZN
$255B
| $312M | 0.74% |
3,986,286
+902,255
| +29% | +$70.5M |
|
|
42
GE Vernova
GEV
$157B
| $247M | 0.58% |
+1,398,347
| New | +$247M |
|
43
Ferguson
FERG
$46.1B
| $230M | 0.54% |
1,191,048
-15,526
| -1% | -$3M |
|
44
Thomson Reuters
TRI
$80B
| $185M | 0.44% |
1,083,003
-10,757
| -1% | -$1.83M |
|
45
Canadian Natural Resources
CNQ
$65B
| $159M | 0.38% |
4,453,589
+2,212,222
| +99% | -$1.04M |
|
46
UBS Group
UBS
$126B
| $155M | 0.37% |
5,275,437
-34,627
| -0.7% | -$1.02M |
|
47
Celestica
CLS
$24.4B
| $151M | 0.36% |
2,646,050
+247,698
| +10% | +$14.2M |
|
48
Tetra Tech
TTEK
$9.45B
| $73.8M | 0.17% |
343,280
+5,389
| +2% | +$1.16M |
|
49
Globant
GLOB
$2.82B
| $68.5M | 0.16% |
381,901
+57,793
| +18% | +$10.4M |
|
50
Addus HomeCare
ADUS
$2.08B
| $55.3M | 0.13% |
484,341
-2,741
| -0.6% | -$313K |
|