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 | |
|---|---|---|---|---|---|---|
76
WIX.com
WIX
$7.85B
| $23.6M | 0.05% | 149,643 +120,878 | +420% | +$19.1M |
|
77
Wyndham Hotels & Resorts
WH
$6.61B
| $23.6M | 0.05% | 287,781 -2,815 | -1% | -$230K |
|
78
WNS Holdings
WNS
$3.24B
| $23.5M | 0.05% | 388,037 +32,093 | +9% | +$1.94M |
|
79
White Mountains Insurance
WTM
$4.71B
| $23.4M | 0.05% | 13,097 -148 | -1% | -$264K |
|
80
Regal Rexnord
RRX
$9.91B
| $23.1M | 0.05% | 157,677 +47,595 | +43% | +$6.97M |
|
81
Semtech
SMTC
$5.04B
| $23.1M | 0.05% | 514,307 +268,886 | +110% | +$12.1M |
|
82
Interparfums
IPAR
$3.69B
| $23.1M | 0.05% | 174,931 +316 | +0.2% | +$41.7K |
|
83
Virtus Investment Partners
VRTS
$1.36B
| $22.9M | 0.05% | 125,078 +22,900 | +22% | +$4.2M |
|
84
Commault Systems
CVLT
$8.3B
| $22.7M | 0.05% | 130,353 +7,983 | +7% | +$1.39M |
|
85
Welltower
WELL
$113B
| $22.5M | 0.05% | +148,115 | New | +$22.5M |
|
86
Varonis Systems
VRNS
$6.61B
| $21.8M | 0.05% | 434,028 +28,046 | +7% | +$1.41M |
|
87
BILL Holdings
BILL
$4.72B
| $21.2M | 0.05% | 464,155 +21,369 | +5% | +$974K |
|
88
Hillman Solutions
HLMN
$1.95B
| $21.1M | 0.05% | 2,956,955 -35,210 | -1% | -$251K |
|
89
Novanta
NOVT
$4.19B
| $20.6M | 0.05% | 158,833 +84,976 | +115% | +$11M |
|
90
Klaviyo
KVYO
$9.73B
| $20.5M | 0.05% | 619,165 +229,046 | +59% | +$7.57M |
|
91
Installed Building Products
IBP
$7.1B
| $20.4M | 0.05% | 114,076 +22,459 | +25% | +$4.01M |
|
92
Planet Fitness
PLNT
$8.79B
| $20.3M | 0.05% | 187,175 -36,248 | -16% | -$3.94M |
|
93
RH
RH
$4.23B
| $20.2M | 0.05% | 105,730 +59,941 | +131% | +$11.4M |
|
94
Churchill Downs
CHDN
$7.27B
| $20.2M | 0.05% | 199,713 +61,426 | +44% | +$6.2M |
|
95
Saia
SAIA
$7.9B
| $19.5M | 0.04% | 70,372 +28,177 | +67% | +$7.81M |
|
96
Ollie's Bargain Outlet
OLLI
$7.78B
| $19.4M | 0.04% | 145,990 -1,748 | -1% | -$232K |
|
97
Casella Waste Systems
CWST
$6.26B
| $19.3M | 0.04% | 167,213 -22,129 | -12% | -$2.55M |
|
98
Mercury Systems
MRCY
$4.05B
| $18.9M | 0.04% | 354,684 -87,469 | -20% | -$4.67M |
|
99
Western Alliance Bancorporation
WAL
$9.88B
| $18.2M | 0.04% | 234,809 +12,116 | +5% | +$940K |
|
100
Texas Roadhouse
TXRH
$11.5B
| $18.1M | 0.04% | 96,155 +5,435 | +6% | +$1.02M |
|