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
$9.9B
| $37.8M | 0.09% |
246,742
-2,018
| -0.8% | -$309K |
|
52
Vista Energy
VIST
$3.98B
| $37M | 0.08% |
766,219
+387,257
| +102% | +$18.7M |
|
53
Sterling Infrastructure
STRL
$8.33B
| $34.9M | 0.08% |
150,567
+45,019
| +43% | +$10.4M |
|
54
Applied Industrial Technologies
AIT
$9.87B
| $33.1M | 0.08% |
142,660
+50,505
| +55% | +$11.7M |
|
55
ePlus
PLUS
$1.85B
| $31.7M | 0.07% |
433,226
+26,777
| +7% | +$1.96M |
|
56
ICU Medical
ICUI
$3.06B
| $31.2M | 0.07% |
236,623
-2,761
| -1% | -$364K |
|
57
FTAI Aviation
FTAI
$15.5B
| $30.7M | 0.07% |
258,801
+16,718
| +7% | +$1.98M |
|
58
Trip.com Group
TCOM
$46.6B
| $30.6M | 0.07% |
521,186
-83,179
| -14% | -$4.88M |
|
59
Evercore
EVR
$12.1B
| $29.7M | 0.07% |
110,404
+23,824
| +28% | +$6.41M |
|
60
Pinduoduo
PDD
$177B
| $29.4M | 0.07% |
279,885
-131,439
| -32% | -$13.8M |
|
|
61
Icon
ICLR
$14B
| $28.9M | 0.07% |
199,946
-6,189,725
| -97% | -$895M |
|
|
TTAN
62
ServiceTitan, Inc. Class A Common Stock
TTAN
$9.32B
| $28.6M | 0.07% |
265,316
+181,195
| +215% | +$19.6M |
|
|
NBIS
63
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.7B
| $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
$7.93B
| $26.7M | 0.06% |
416,901
+28,246
| +7% | +$1.81M |
|
66
Comfort Systems
FIX
$24.7B
| $26.5M | 0.06% |
49,592
+3,009
| +6% | +$1.61M |
|
67
HealthEquity
HQY
$8.26B
| $26.1M | 0.06% |
248,950
+16,309
| +7% | +$1.71M |
|
68
Tenet Healthcare
THC
$16.5B
| $25.7M | 0.06% |
+148,141
| New | +$25.7M |
|
69
Hayward Holdings
HAYW
$3.37B
| $25.7M | 0.06% |
1,860,744
-2,054
| -0.1% | -$28.4K |
|
70
Cushman & Wakefield
CWK
$3.56B
| $25.2M | 0.06% |
2,259,850
-26,389
| -1% | -$294K |
|
71
Skyward Specialty Insurance
SKWD
$1.98B
| $25M | 0.06% |
439,860
-5,152
| -1% | -$293K |
|
72
Dorman Products
DORM
$4.85B
| $24.9M | 0.06% |
199,900
-2,332
| -1% | -$290K |
|
73
Boot Barn
BOOT
$5.5B
| $24.7M | 0.06% |
159,791
-61,445
| -28% | -$9.5M |
|
74
Landstar System
LSTR
$4.55B
| $23.8M | 0.05% |
170,964
+19,158
| +13% | +$2.67M |
|
75
Chefs' Warehouse
CHEF
$2.6B
| $23.8M | 0.05% |
374,841
+21,174
| +6% | +$1.35M |
|