WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+5.99%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.3B
AUM Growth
+$43.3B
(+9.9%)
Cap. Flow
+$2.91B
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10
Top Buys
| 1 |
Atlassian
TEAM
|
$1.5B |
| 2 |
Icon
ICLR
|
$802M |
| 3 |
Repligen
RGEN
|
$361M |
| 4 |
Floor & Decor
FND
|
$355M |
| 5 |
Lam Research
LRCX
|
$297M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$897M |
| 2 |
Synopsys
SNPS
|
$294M |
| 3 |
Mercado Libre
MELI
|
$132M |
| 4 |
West Pharmaceutical
WST
|
$101M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$65.5M |
Sector Composition
| 1 | Technology | 37.18% |
| 2 | Healthcare | 25.21% |
| 3 | Consumer Discretionary | 15.3% |
| 4 | Industrials | 8.74% |
| 5 | Financials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SP
76
DELISTED
SP Plus Corporation
SP
| $19.5M | 0.05% |
636,323
+16,472
| +3% | +$505K |
|
77
Healthcare Services Group
HCSG
$1.14B
| $19.2M | 0.04% |
769,951
+19,624
| +3% | +$490K |
|
78
Azenta
AZTA
$1.35B
| $19M | 0.04% |
185,366
+146,604
| +378% | +$15M |
|
|
GB
79
DELISTED
Global Blue Group Holding
GB
| $17.1M | 0.04% |
2,648,302
+557,374
| +27% | +$3.6M |
|
80
Performance Food Group
PFGC
$16.2B
| $15.4M | 0.04% |
331,792
+121,261
| +58% | +$5.63M |
|
81
Tetra Tech
TTEK
$9.45B
| $15.4M | 0.04% |
102,919
+660
| +0.6% | +$98.6K |
|
|
AZUL
82
DELISTED
Azul
AZUL
| $15.1M | 0.04% |
754,923
+6,557
| +0.9% | +$132K |
|
83
MACOM Technology Solutions
MTSI
$9.69B
| $15M | 0.03% |
230,864
+1,551
| +0.7% | +$101K |
|
|
ECOL
84
DELISTED
US Ecology, Inc.
ECOL
| $14.9M | 0.03% |
461,868
+11,955
| +3% | +$387K |
|
85
Boot Barn
BOOT
$5.5B
| $14.9M | 0.03% |
167,157
+748
| +0.4% | +$66.5K |
|
|
HMTV
86
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $14.7M | 0.03% |
1,210,418
+31,999
| +3% | +$390K |
|
87
Helen of Troy
HELE
$595M
| $14.5M | 0.03% |
64,457
-15,040
| -19% | -$3.38M |
|
88
Wingstop
WING
$9.01B
| $14.3M | 0.03% |
87,518
+823
| +0.9% | +$135K |
|
|
JBTM
89
JBT Marel Corporation
JBTM
$7.35B
| $14.2M | 0.03% |
100,710
+579
| +0.6% | +$81.4K |
|
90
Planet Fitness
PLNT
$8.55B
| $14M | 0.03% |
178,052
+1,205
| +0.7% | +$94.7K |
|
91
Axon Enterprise
AXON
$56.9B
| $13.9M | 0.03% |
79,424
+549
| +0.7% | +$96.1K |
|
92
WEX
WEX
$5.73B
| $13.9M | 0.03% |
78,836
+24,781
| +46% | +$4.36M |
|
93
Alaska Air
ALK
$7.21B
| $13.5M | 0.03% |
230,195
+63,984
| +38% | +$3.75M |
|
94
ServisFirst Bancshares
SFBS
$4.77B
| $13.4M | 0.03% |
172,778
+1,107
| +0.6% | +$86.1K |
|
95
Topgolf Callaway Brands
MODG
$1.69B
| $13.4M | 0.03% |
483,373
+80,211
| +20% | +$2.22M |
|
96
LivePerson
LPSN
$86M
| $13.2M | 0.03% |
223,148
-75,145
| -25% | -$4.43M |
|
97
Rexford Industrial Realty
REXR
$9.7B
| $13.1M | 0.03% |
230,791
+1,661
| +0.7% | +$94.3K |
|
98
Saia
SAIA
$7.75B
| $13.1M | 0.03% |
+54,919
| New | +$13.1M |
|
|
PLAN
99
DELISTED
Anaplan, Inc.
PLAN
| $12.9M | 0.03% |
212,623
-47,154
| -18% | -$2.87M |
|
100
Semtech
SMTC
$5.03B
| $12.9M | 0.03% |
165,821
+1,104
| +0.7% | +$86.1K |
|