WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+11.39%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$39.4B
AUM Growth
+$39.4B
(+7.8%)
Cap. Flow
+$1.73B
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
60.47%
Holding
212
New
22
Increased
129
Reduced
29
Closed
16
Top Buys
| 1 |
EPAM Systems
EPAM
|
$1.45B |
| 2 |
Entegris
ENTG
|
$309M |
| 3 |
Stryker
SYK
|
$148M |
| 4 |
Thermo Fisher Scientific
TMO
|
$143M |
| 5 |
Sherwin-Williams
SHW
|
$143M |
Top Sells
| 1 |
TSMC
TSM
|
$735M |
| 2 |
ASML
ASML
|
$610M |
| 3 |
Accenture
ACN
|
$542M |
| 4 |
HDFC Bank
HDB
|
$498M |
| 5 |
Smith & Nephew
SNN
|
$318M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Healthcare | 23.05% |
| 3 | Consumer Discretionary | 15.14% |
| 4 | Financials | 10.85% |
| 5 | Industrials | 10.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Woodward
WWD
$14.7B
| $14.5M | 0.04% |
118,328
+4,686
| +4% | +$576K |
|
|
JBTM
77
JBT Marel Corporation
JBTM
$7.35B
| $14.3M | 0.04% |
100,131
+3,819
| +4% | +$545K |
|
|
NUVA
78
DELISTED
NuVasive, Inc.
NUVA
| $14M | 0.04% |
206,520
+7,969
| +4% | +$540K |
|
79
Boot Barn
BOOT
$5.5B
| $14M | 0.04% |
166,409
-44,474
| -21% | -$3.74M |
|
80
Axon Enterprise
AXON
$56.9B
| $13.9M | 0.04% |
78,875
+3,054
| +4% | +$540K |
|
|
HMTV
81
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $13.9M | 0.04% |
1,178,419
+73,407
| +7% | +$866K |
|
82
ACI Worldwide
ACIW
$5.07B
| $13.9M | 0.04% |
372,979
+14,420
| +4% | +$536K |
|
|
PLAN
83
DELISTED
Anaplan, Inc.
PLAN
| $13.8M | 0.04% |
+259,777
| New | +$13.8M |
|
|
MDLA
84
DELISTED
Medallia, Inc.
MDLA
| $13.8M | 0.04% |
409,696
+144,399
| +54% | +$4.87M |
|
85
Wingstop
WING
$9.01B
| $13.7M | 0.03% |
86,695
+20,123
| +30% | +$3.17M |
|
86
American Woodmark
AMWD
$922M
| $13.6M | 0.03% |
166,241
+10,449
| +7% | +$854K |
|
87
Merit Medical Systems
MMSI
$5.34B
| $13.6M | 0.03% |
209,733
+8,191
| +4% | +$530K |
|
88
Planet Fitness
PLNT
$8.55B
| $13.3M | 0.03% |
176,847
+7,549
| +4% | +$568K |
|
89
ICU Medical
ICUI
$3.06B
| $13.2M | 0.03% |
+64,259
| New | +$13.2M |
|
90
Casey's General Stores
CASY
$18.6B
| $13.2M | 0.03% |
67,843
+2,858
| +4% | +$556K |
|
91
AdaptHealth
AHCO
$1.23B
| $13.1M | 0.03% |
479,619
+100,279
| +26% | +$2.75M |
|
92
Rexford Industrial Realty
REXR
$9.7B
| $13M | 0.03% |
229,130
+9,689
| +4% | +$552K |
|
93
Avient
AVNT
$3.35B
| $12.6M | 0.03% |
256,879
+9,979
| +4% | +$491K |
|
94
AtriCure
ATRC
$1.73B
| $12.6M | 0.03% |
158,352
+6,207
| +4% | +$492K |
|
95
Repligen
RGEN
$6.54B
| $12.6M | 0.03% |
62,922
+20,087
| +47% | +$4.01M |
|
96
Sprout Social
SPT
$896M
| $12.5M | 0.03% |
139,818
+5,328
| +4% | +$476K |
|
97
Tetra Tech
TTEK
$9.45B
| $12.5M | 0.03% |
102,259
+4,038
| +4% | +$493K |
|
98
UFP Industries
UFPI
$5.76B
| $12.4M | 0.03% |
167,279
-52,015
| -24% | -$3.87M |
|
99
Timken Company
TKR
$5.23B
| $12.3M | 0.03% |
152,605
+5,988
| +4% | +$483K |
|
|
ONEM
100
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $12.2M | 0.03% |
369,903
+170,241
| +85% | +$5.63M |
|