WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.8B
AUM Growth
-$4.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$863M
3
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

1
+$940M
2
+$907M
3
+$547M
4
ASML icon
ASML
ASML
+$503M
5
WCN
Waste Connections
WCN
+$402M

Sector Composition

1 Technology 28.03%
2 Financials 16.64%
3 Healthcare 13.82%
4 Industrials 11.07%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYP
76
PayPay
PAYP
$12.6B
$24.2M 0.06%
+1,173,183
TXRH icon
77
Texas Roadhouse
TXRH
$11.5B
$22.1M 0.05%
136,387
+9,287
VIST icon
78
Vista Energy
VIST
$8.47B
$21.7M 0.05%
283,626
-61,464
MLCO icon
79
Melco Resorts & Entertainment
MLCO
$2.27B
$21.7M 0.05%
3,894,734
-178,365
ENSG icon
80
The Ensign Group
ENSG
$9.8B
$21.5M 0.05%
107,358
-91,540
NOVT icon
81
Novanta
NOVT
$5.82B
$21.1M 0.05%
186,832
-9,664
ACIW icon
82
ACI Worldwide
ACIW
$4.58B
$20.8M 0.05%
516,342
+74,085
EGP icon
83
EastGroup Properties
EGP
$10.9B
$20.8M 0.05%
113,116
-4,226
SAIA icon
84
Saia
SAIA
$12.8B
$20.7M 0.05%
61,566
-1,423
BZ icon
85
Kanzhun
BZ
$6.34B
$20.4M 0.05%
1,529,841
+1,207,553
AAON icon
86
Aaon
AAON
$11.5B
$20M 0.05%
255,786
-9,377
CHEF icon
87
Chefs' Warehouse
CHEF
$3.14B
$19.7M 0.05%
335,478
-12,398
RRX icon
88
Regal Rexnord
RRX
$13.4B
$19.6M 0.04%
110,177
-38,655
UMBF icon
89
UMB Financial
UMBF
$9.97B
$19.6M 0.04%
178,464
-6,621
PLNT icon
90
Planet Fitness
PLNT
$4.18B
$19.5M 0.04%
265,134
+97,697
ESI icon
91
Element Solutions
ESI
$10.3B
$19.3M 0.04%
597,018
-436,362
INDA icon
92
iShares MSCI India ETF
INDA
$6.7B
$18.7M 0.04%
412,317
-91,343
BOOT icon
93
Boot Barn
BOOT
$5.16B
$18.6M 0.04%
133,012
+45,557
THC icon
94
Tenet Healthcare
THC
$15.1B
$17.8M 0.04%
94,729
-306,239
BLD icon
95
TopBuild
BLD
$11.7B
$17.7M 0.04%
52,843
-1,322
FDX icon
96
FedEx
FDX
$80.8B
$17.6M 0.04%
+51,533
AXGN icon
97
Axogen
AXGN
$2.06B
$17.5M 0.04%
559,530
+158,914
FPS
98
Forgent Power Solutions
FPS
$13.8B
$17.5M 0.04%
+625,078
AXSM icon
99
Axsome Therapeutics
AXSM
$11.8B
$17.3M 0.04%
107,817
-4,241
HLN icon
100
Haleon
HLN
$39.1B
$17.3M 0.04%
1,725,059
+711,817
2 3
4
5 6