WCM Investment Management Portfolio holdings
AUM
$48.6B
1-Year Est. Return
43.05%
This Fund
S&P 500
1 Year Est. Return
+43.05%
AUM
$48.6B
AUM Growth
+$504M
(+1%)
Holding
263
Top Buys
| 1 | +$1.08B | |
| 2 | +$1.05B | |
| 3 | +$759M | |
| 4 |
Welltower
WELL
|
+$586M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$339M |
Top Sells
| 1 | +$561M | |
| 2 | +$453M | |
| 3 | +$433M | |
| 4 |
Steris
STE
|
+$288M |
| 5 |
Applovin
APP
|
+$117M |
Sector Composition
| 1 | Technology | 26.66% |
| 2 | Financials | 17.64% |
| 3 | Consumer Discretionary | 15.56% |
| 4 | Industrials | 10.89% |
| 5 | Communication Services | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
White Mountains Insurance
WTM
$5.51B
| $22.2M | 0.05% |
10,682
-2,553
|
|
||
77
Wolverine World Wide
WWW
$1.45B
| $22.1M | 0.05% |
1,224,125
+215,730
|
|
||
78
Kratos Defense & Security Solutions
KTOS
$14.7B
| $21.8M | 0.04% |
287,182
+83,703
|
|
||
79
Chefs' Warehouse
CHEF
$2.91B
| $21.7M | 0.04% |
347,876
-23,495
|
|
||
80
HealthEquity
HQY
$6.54B
| $21.6M | 0.04% |
233,960
-14,422
|
|
||
81
Advanced Energy
AEIS
$12.7B
| $21.6M | 0.04% |
+101,392
|
|
||
82
UMB Financial
UMBF
$8.8B
| $21.6M | 0.04% |
185,085
+1,285
|
|
||
83
Semtech
SMTC
$8.35B
| $21.4M | 0.04% |
284,347
-227,745
|
|
||
84
EastGroup Properties
EGP
$10.5B
| $21.3M | 0.04% |
117,342
-6,974
|
|
||
85
ACI Worldwide
ACIW
$4.09B
| $21.3M | 0.04% |
442,257
+102,724
|
|
||
86
Texas Roadhouse
TXRH
$12.1B
| $21.3M | 0.04% |
127,100
+30,950
|
|
||
87
Regal Rexnord
RRX
$14.7B
| $21.2M | 0.04% |
148,832
-8,890
|
|
||
88
Saia
SAIA
$10.8B
| $20.9M | 0.04% |
62,989
-4,831
|
|
||
89
Aaon
AAON
$8.26B
| $20.8M | 0.04% |
265,163
-16,125
|
|
||
90
Installed Building Products
IBP
$8.84B
| $20.7M | 0.04% |
78,444
-18,564
|
|
||
91
Charles River Laboratories
CRL
$8.78B
| $20.6M | 0.04% |
+102,234
|
|
||
92
Hayward Holdings
HAYW
$3.47B
| $20.6M | 0.04% |
1,304,976
-326,819
|
|
||
93
iShares MSCI ACWI ETF
ACWI
$29B
| $19.9M | 0.04% |
+139,895
|
|
||
|
TTAN
94
ServiceTitan Inc
TTAN
$6.78B
| $19.7M | 0.04% |
183,464
-80,161
|
|
||
95
Kaspi.kz JSC
KSPI
$13.5B
| $19.6M | 0.04% |
248,086
+47,210
|
|
||
96
Yeti Holdings
YETI
$3.4B
| $19.6M | 0.04% |
442,521
-121,360
|
|
||
97
Mercury Systems
MRCY
$5.34B
| $19.6M | 0.04% |
264,889
-85,518
|
|
||
98
RadNet
RDNT
$5.4B
| $19.2M | 0.04% |
268,224
-17,554
|
|
||
99
Hillman Solutions
HLMN
$1.61B
| $19M | 0.04% |
2,169,564
-423,299
|
|
||
100
Pennant Group
PNTG
$1.17B
| $18.9M | 0.04% |
655,410
+16,026
|
|