WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
-15.19%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$18.1B
AUM Growth
-$492M
Cap. Flow
+$2.44B
Cap. Flow %
13.5%
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21

Top Buys

1
MELI icon
Mercado Libre
MELI
$850M
2
LULU icon
lululemon athletica
LULU
$642M
3
STE icon
Steris
STE
$383M
4
TMO icon
Thermo Fisher Scientific
TMO
$137M
5
MSCI icon
MSCI
MSCI
$127M

Top Sells

1
SHOP icon
Shopify
SHOP
$612M
2
MCD icon
McDonald's
MCD
$149M
3
NFLX icon
Netflix
NFLX
$134M
4
COST icon
Costco
COST
$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
NFLX icon
76
Netflix
NFLX
$533B
$6.49M 0.04%
17,291
-355,640
-95% -$134M
COLD icon
77
Americold
COLD
$3.94B
$6.46M 0.04%
189,850
+52,669
+38% +$1.79M
LPSN icon
78
LivePerson
LPSN
$87.9M
$6.42M 0.04%
282,377
+120,920
+75% +$2.75M
BL icon
79
BlackLine
BL
$3.28B
$6.38M 0.04%
121,184
+33,836
+39% +$1.78M
CRL icon
80
Charles River Laboratories
CRL
$7.96B
$6.36M 0.04%
50,355
+14,103
+39% +$1.78M
UFPI icon
81
UFP Industries
UFPI
$5.93B
$6.33M 0.03%
170,130
+47,373
+39% +$1.76M
BCO icon
82
Brink's
BCO
$4.75B
$6.32M 0.03%
121,386
+54,025
+80% +$2.81M
MRCY icon
83
Mercury Systems
MRCY
$4.02B
$6.3M 0.03%
88,314
+24,731
+39% +$1.76M
ESTC icon
84
Elastic
ESTC
$8.91B
$6.26M 0.03%
112,070
+4,485
+4% +$250K
HMTV
85
DELISTED
Hemisphere Media Group, Inc.
HMTV
$6.21M 0.03%
727,500
+32,537
+5% +$278K
PLNT icon
86
Planet Fitness
PLNT
$8.61B
$6.11M 0.03%
125,448
+34,999
+39% +$1.7M
PFGC icon
87
Performance Food Group
PFGC
$16.5B
$6.11M 0.03%
246,967
+116,638
+89% +$2.88M
MMSI icon
88
Merit Medical Systems
MMSI
$5.48B
$6.02M 0.03%
+192,735
New +$6.02M
OMCL icon
89
Omnicell
OMCL
$1.52B
$5.98M 0.03%
91,189
+14,170
+18% +$929K
CASS icon
90
Cass Information Systems
CASS
$572M
$5.94M 0.03%
169,016
+8,810
+5% +$310K
CASY icon
91
Casey's General Stores
CASY
$18.5B
$5.88M 0.03%
44,353
+13,276
+43% +$1.76M
EXAS icon
92
Exact Sciences
EXAS
$9.89B
$5.84M 0.03%
+100,723
New +$5.84M
IOVA icon
93
Iovance Biotherapeutics
IOVA
$778M
$5.81M 0.03%
194,138
+61,244
+46% +$1.83M
ETSY icon
94
Etsy
ETSY
$5.17B
$5.77M 0.03%
150,098
+41,790
+39% +$1.61M
EBS icon
95
Emergent Biosolutions
EBS
$416M
$5.73M 0.03%
99,096
+8,058
+9% +$466K
TXRH icon
96
Texas Roadhouse
TXRH
$11.3B
$5.64M 0.03%
136,610
+38,094
+39% +$1.57M
JBTM
97
JBT Marel Corporation
JBTM
$7.29B
$5.6M 0.03%
75,459
+21,076
+39% +$1.57M
VAC icon
98
Marriott Vacations Worldwide
VAC
$2.73B
$5.55M 0.03%
99,921
+57,308
+134% +$3.19M
PRI icon
99
Primerica
PRI
$8.8B
$5.5M 0.03%
62,109
+17,382
+39% +$1.54M
INSP icon
100
Inspire Medical Systems
INSP
$2.6B
$5.42M 0.03%
89,935
+25,050
+39% +$1.51M
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4
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