WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
-15.19%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$18.1B
AUM Growth
-$492M
(-2.6%)
Cap. Flow
+$2.44B
Cap. Flow
% of AUM
13.5%
Top 10 Holdings %
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21
Top Buys
| 1 |
Mercado Libre
MELI
|
$850M |
| 2 |
lululemon athletica
LULU
|
$642M |
| 3 |
Steris
STE
|
$383M |
| 4 |
Thermo Fisher Scientific
TMO
|
$137M |
| 5 |
MSCI
MSCI
|
$127M |
Top Sells
| 1 |
Shopify
SHOP
|
$612M |
| 2 |
McDonald's
MCD
|
$149M |
| 3 |
Netflix
NFLX
|
$134M |
| 4 |
Costco
COST
|
$44.2M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$13.9M |
Sector Composition
| 1 | Technology | 30.13% |
| 2 | Healthcare | 27.2% |
| 3 | Consumer Discretionary | 13.91% |
| 4 | Financials | 12.92% |
| 5 | Industrials | 10.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
America's Car Mart
CRMT
$302M
| $12.8M | 0.07% |
226,415
+12,278
| +6% | +$692K |
|
52
Crane NXT
CXT
$3.54B
| $10.9M | 0.06% |
638,507
+41,638
| +7% | +$711K |
|
53
Virtus Investment Partners
VRTS
$1.33B
| $10.8M | 0.06% |
141,406
+7,375
| +6% | +$561K |
|
54
Addus HomeCare
ADUS
$2.06B
| $10.5M | 0.06% |
154,878
+6,888
| +5% | +$466K |
|
|
NTUS
55
DELISTED
Natus Medical Inc
NTUS
| $10.4M | 0.06% |
450,316
+17,374
| +4% | +$402K |
|
|
56
iShares MSCI EAFE ETF
EFA
$65.9B
| $10.4M | 0.06% |
193,766
-260,500
| -57% | -$13.9M |
|
57
Manhattan Associates
MANH
$12.7B
| $9.66M | 0.05% |
193,974
+91,120
| +89% | +$4.54M |
|
58
Verra Mobility
VRRM
$3.99B
| $9.58M | 0.05% |
1,342,165
+108,509
| +9% | +$775K |
|
59
Openlane
KAR
$3.1B
| $9.49M | 0.05% |
791,032
+66,201
| +9% | +$794K |
|
|
BECN
60
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $9.46M | 0.05% |
571,845
+192,008
| +51% | +$3.18M |
|
61
Globant
GLOB
$2.75B
| $9.3M | 0.05% |
105,839
+70,800
| +202% | +$6.22M |
|
62
Emcor
EME
$28.7B
| $9.17M | 0.05% |
149,613
+10,970
| +8% | +$673K |
|
|
SP
63
DELISTED
SP Plus Corporation
SP
| $9.05M | 0.05% |
436,184
+126,888
| +41% | +$2.63M |
|
64
EPAM Systems
EPAM
$9.36B
| $9M | 0.05% |
48,457
+20,819
| +75% | +$3.87M |
|
65
Semtech
SMTC
$5.2B
| $7.97M | 0.04% |
212,401
+119,016
| +127% | +$4.46M |
|
66
Axon Enterprise
AXON
$57.3B
| $7.74M | 0.04% |
109,429
+30,586
| +39% | +$2.16M |
|
67
Wingstop
WING
$8.62B
| $7.65M | 0.04% |
+95,921
| New | +$7.65M |
|
68
Tandem Diabetes Care
TNDM
$837M
| $7.47M | 0.04% |
116,016
+25,732
| +29% | +$1.66M |
|
|
LHCG
69
DELISTED
LHC Group LLC
LHCG
| $7.22M | 0.04% |
+51,473
| New | +$7.22M |
|
70
Dorman Products
DORM
$4.96B
| $7.07M | 0.04% |
127,995
+10,795
| +9% | +$597K |
|
71
Penumbra
PEN
$10.9B
| $6.86M | 0.04% |
42,513
+11,878
| +39% | +$1.92M |
|
72
Tetra Tech
TTEK
$9.37B
| $6.6M | 0.04% |
467,600
+130,360
| +39% | +$1.84M |
|
73
Rexford Industrial Realty
REXR
$9.96B
| $6.55M | 0.04% |
159,792
+44,724
| +39% | +$1.83M |
|
74
Landstar System
LSTR
$4.66B
| $6.55M | 0.04% |
+68,291
| New | +$6.55M |
|
|
TRHC
75
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $6.5M | 0.04% |
124,299
-5,654
| -4% | -$296K |
|