WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$43.8B
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| 1 |
Philip Morris
PM
|
$2.03B |
| 2 |
Robinhood
HOOD
|
$934M |
| 3 |
Corteva
CTVA
|
$154M |
| 4 |
Sea Limited
SE
|
$106M |
| 5 |
TSMC
TSM
|
$74.2M |
Top Sells
| 1 |
Icon
ICLR
|
$895M |
| 2 |
Intuitive Surgical
ISRG
|
$585M |
| 3 |
Steris
STE
|
$574M |
| 4 |
Arista Networks
ANET
|
$471M |
| 5 |
Datadog
DDOG
|
$279M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
The Ensign Group
ENSG
$9.91B
| $37.8M | 0.09% | 246,742 -2,018 | -0.8% | -$309K |
|
52
Vista Energy
VIST
$4.06B
| $37M | 0.08% | 766,219 +387,257 | +102% | +$18.7M |
|
53
Sterling Infrastructure
STRL
$8.47B
| $34.9M | 0.08% | 150,567 +45,019 | +43% | +$10.4M |
|
54
Applied Industrial Technologies
AIT
$9.95B
| $33.1M | 0.08% | 142,660 +50,505 | +55% | +$11.7M |
|
55
ePlus
PLUS
$1.93B
| $31.7M | 0.07% | 433,226 +26,777 | +7% | +$1.96M |
|
56
ICU Medical
ICUI
$3.15B
| $31.2M | 0.07% | 236,623 -2,761 | -1% | -$364K |
|
57
FTAI Aviation
FTAI
$15.8B
| $30.7M | 0.07% | 258,801 +16,718 | +7% | +$1.98M |
|
58
Trip.com Group
TCOM
$48.2B
| $30.6M | 0.07% | 521,186 -83,179 | -14% | -$4.88M |
|
59
Evercore
EVR
$12.4B
| $29.7M | 0.07% | 110,404 +23,824 | +28% | +$6.41M |
|
60
Pinduoduo
PDD
$171B
| $29.4M | 0.07% | 279,885 -131,439 | -32% | -$13.8M |
|
|
61
Icon
ICLR
$13.8B
| $28.9M | 0.07% | 199,946 -6,189,725 | -97% | -$895M |
|
|
TTAN
62
ServiceTitan, Inc. Class A Common Stock
TTAN
$9.72B
| $28.6M | 0.07% | 265,316 +181,195 | +215% | +$19.6M |
|
|
NBIS
63
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $27.1M | 0.06% | 521,925 -15,856 | -3% | -$822K |
|
|
AZEK
64
DELISTED
The AZEK Co
AZEK
| $26.7M | 0.06% | 486,715 -5,676 | -1% | -$311K |
|
65
Rambus
RMBS
$7.94B
| $26.7M | 0.06% | 416,901 +28,246 | +7% | +$1.81M |
|
66
Comfort Systems
FIX
$24.8B
| $26.5M | 0.06% | 49,592 +3,009 | +6% | +$1.61M |
|
67
HealthEquity
HQY
$7.72B
| $26.1M | 0.06% | 248,950 +16,309 | +7% | +$1.71M |
|
68
Tenet Healthcare
THC
$16.3B
| $25.7M | 0.06% | +148,141 | New | +$25.7M |
|
69
Hayward Holdings
HAYW
$3.48B
| $25.7M | 0.06% | 1,860,744 -2,054 | -0.1% | -$28.4K |
|
70
Cushman & Wakefield
CWK
$3.65B
| $25.2M | 0.06% | 2,259,850 -26,389 | -1% | -$294K |
|
71
Skyward Specialty Insurance
SKWD
$1.96B
| $25M | 0.06% | 439,860 -5,152 | -1% | -$293K |
|
72
Dorman Products
DORM
$4.94B
| $24.9M | 0.06% | 199,900 -2,332 | -1% | -$290K |
|
73
Boot Barn
BOOT
$5.43B
| $24.7M | 0.06% | 159,791 -61,445 | -28% | -$9.5M |
|
74
Landstar System
LSTR
$4.59B
| $23.8M | 0.05% | 170,964 +19,158 | +13% | +$2.67M |
|
75
Chefs' Warehouse
CHEF
$2.57B
| $23.8M | 0.05% | 374,841 +21,174 | +6% | +$1.35M |
|