WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+18.23%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$14.4B
AUM Growth
+$3.19B
(+28%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
8.64%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7
Top Buys
| 1 |
Chubb
CB
|
$986M |
| 2 |
ResMed
RMD
|
$284M |
| 3 |
Netflix
NFLX
|
$111M |
| 4 |
ANSS
Ansys
ANSS
|
$90.2M |
| 5 |
ASML
ASML
|
$69.7M |
Top Sells
| 1 |
Icon
ICLR
|
$267M |
| 2 |
Core Laboratories
CLB
|
$124M |
| 3 |
Amazon
AMZN
|
$113M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$85.2M |
| 5 |
Accenture
ACN
|
$8.74M |
Sector Composition
| 1 | Technology | 30.82% |
| 2 | Financials | 23.91% |
| 3 | Healthcare | 23.08% |
| 4 | Industrials | 12.77% |
| 5 | Energy | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bright Horizons
BFAM
$6.62B
| $1.81M | 0.01% |
+14,274
| New | +$1.81M |
|
77
Planet Fitness
PLNT
$8.59B
| $1.79M | 0.01% |
+25,971
| New | +$1.79M |
|
78
Omnicell
OMCL
$1.51B
| $1.74M | 0.01% |
+21,533
| New | +$1.74M |
|
79
Caesars Entertainment
CZR
$5.22B
| $1.69M | 0.01% |
+36,247
| New | +$1.69M |
|
80
Mercury Systems
MRCY
$4.06B
| $1.67M | 0.01% |
+26,097
| New | +$1.67M |
|
81
Woodward
WWD
$14.7B
| $1.64M | 0.01% |
+17,306
| New | +$1.64M |
|
82
Marriott Vacations Worldwide
VAC
$2.7B
| $1.64M | 0.01% |
+17,512
| New | +$1.64M |
|
83
Bruker
BRKR
$4.41B
| $1.62M | 0.01% |
+42,254
| New | +$1.62M |
|
84
Wingstop
WING
$8.59B
| $1.62M | 0.01% |
+21,323
| New | +$1.62M |
|
85
Merit Medical Systems
MMSI
$5.35B
| $1.61M | 0.01% |
+26,071
| New | +$1.61M |
|
|
EVOP
86
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $1.56M | 0.01% |
+53,756
| New | +$1.56M |
|
87
PROS Holdings
PRO
$714M
| $1.56M | 0.01% |
+36,833
| New | +$1.56M |
|
88
Axon Enterprise
AXON
$57.1B
| $1.55M | 0.01% |
+28,436
| New | +$1.55M |
|
89
Ingevity
NGVT
$2.13B
| $1.55M | 0.01% |
+14,657
| New | +$1.55M |
|
90
ICU Medical
ICUI
$3.06B
| $1.51M | 0.01% |
+6,316
| New | +$1.51M |
|
91
Primerica
PRI
$8.77B
| $1.51M | 0.01% |
+12,380
| New | +$1.51M |
|
92
Euronet Worldwide
EEFT
$3.68B
| $1.5M | 0.01% |
+10,523
| New | +$1.5M |
|
93
Elastic
ESTC
$8.88B
| $1.48M | 0.01% |
18,472
-1,586
| -8% | -$127K |
|
94
FIVE9
FIVN
$1.95B
| $1.47M | 0.01% |
+27,807
| New | +$1.47M |
|
95
Rexford Industrial Realty
REXR
$9.76B
| $1.47M | 0.01% |
+40,907
| New | +$1.47M |
|
96
UFP Industries
UFPI
$5.91B
| $1.46M | 0.01% |
+48,822
| New | +$1.46M |
|
97
Charles River Laboratories
CRL
$7.9B
| $1.46M | 0.01% |
+10,042
| New | +$1.46M |
|
98
Green Dot
GDOT
$753M
| $1.43M | 0.01% |
+23,618
| New | +$1.43M |
|
99
Regal Rexnord
RRX
$9.51B
| $1.43M | 0.01% |
+17,415
| New | +$1.43M |
|
100
Brink's
BCO
$4.72B
| $1.39M | 0.01% |
+18,422
| New | +$1.39M |
|