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 | |
|---|---|---|---|---|---|---|
51
Jones Lang LaSalle
JLL
$14.5B
| $18.5M | 0.07% | 178,773 +2,300 | +1% | +$238K |
|
52
ePlus
PLUS
$1.93B
| $18.4M | 0.07% | 260,536 +10,492 | +4% | +$742K |
|
53
America's Car Mart
CRMT
$371M
| $17.8M | 0.07% | 202,535 -23,880 | -11% | -$2.1M |
|
54
Virtus Investment Partners
VRTS
$1.36B
| $17.5M | 0.07% | 150,756 +9,350 | +7% | +$1.09M |
|
|
BECN
55
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $16.1M | 0.06% | 609,175 +37,330 | +7% | +$984K |
|
56
Addus HomeCare
ADUS
$2.12B
| $15.3M | 0.06% | 164,792 +9,914 | +6% | +$918K |
|
|
ESGR
57
DELISTED
Enstar Group
ESGR
| $14.9M | 0.06% | 97,662 +5,751 | +6% | +$879K |
|
58
Verra Mobility
VRRM
$3.96B
| $14.4M | 0.06% | 1,397,238 +55,073 | +4% | +$566K |
|
59
Crane NXT
CXT
$3.43B
| $14.1M | 0.05% | 237,061 +15,280 | +7% | +$909K |
|
60
Grupo Aeroportuario del Sureste
ASR
$9.77B
| $12.3M | 0.05% | 109,919 +63,070 | +135% | +$7.08M |
|
61
Elastic
ESTC
$9.04B
| $12.1M | 0.05% | 131,705 +19,635 | +18% | +$1.81M |
|
62
LivePerson
LPSN
$90.1M
| $12.1M | 0.05% | 292,179 +9,802 | +3% | +$406K |
|
63
Openlane
KAR
$3.07B
| $11.7M | 0.04% | 846,742 +55,710 | +7% | +$767K |
|
64
Semtech
SMTC
$5.04B
| $11.5M | 0.04% | 219,662 +7,261 | +3% | +$379K |
|
65
XP
XP
$9.56B
| $11.3M | 0.04% | 267,920 +153,890 | +135% | +$6.46M |
|
66
Axon Enterprise
AXON
$58.7B
| $11.1M | 0.04% | 113,480 +4,051 | +4% | +$398K |
|
|
NTUS
67
DELISTED
Natus Medical Inc
NTUS
| $10.5M | 0.04% | 483,425 +33,109 | +7% | +$722K |
|
68
Emcor
EME
$27.8B
| $10.5M | 0.04% | 159,072 +9,459 | +6% | +$626K |
|
69
Credicorp
BAP
$20.4B
| $9.36M | 0.04% | 69,995 +39,976 | +133% | +$5.34M |
|
|
LHCG
70
DELISTED
LHC Group LLC
LHCG
| $9.28M | 0.04% | 53,233 +1,760 | +3% | +$307K |
|
71
Dorman Products
DORM
$4.94B
| $9.26M | 0.04% | 137,990 +9,995 | +8% | +$670K |
|
72
Charles River Laboratories
CRL
$8.04B
| $9.14M | 0.04% | 52,399 +2,044 | +4% | +$356K |
|
73
Merit Medical Systems
MMSI
$5.36B
| $9.11M | 0.04% | 199,583 +6,848 | +4% | +$313K |
|
|
PS
74
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $9.11M | 0.04% | 504,650 +148,409 | +42% | +$2.68M |
|
75
UFP Industries
UFPI
$5.91B
| $8.85M | 0.03% | 178,737 +8,607 | +5% | +$426K |
|