WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+10.69%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.4B
AUM Growth
+$44.4B
Cap. Flow
-$2.21B
Cap. Flow %
-4.98%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
134
Reduced
52
Closed
15

Top Buys

1
NVO icon
Novo Nordisk
NVO
$278M
2
LRCX icon
Lam Research
LRCX
$184M
3
EFA icon
iShares MSCI EAFE ETF
EFA
$138M
4
NU icon
Nu Holdings
NU
$114M
5
DAVA icon
Endava
DAVA
$39.5M

Top Sells

1
MELI icon
Mercado Libre
MELI
$2.2B
2
HDB icon
HDFC Bank
HDB
$1.08B
3
TEAM icon
Atlassian
TEAM
$285M
4
BAP icon
Credicorp
BAP
$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
$24.5M

Sector Composition

1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
HHR
76
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$20.1M 0.05%
393,373
-157,142
-29% -$8.03M
AMWD icon
77
American Woodmark
AMWD
$922M
$20.1M 0.05%
307,606
+870
+0.3% +$56.7K
NGMS
78
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$20M 0.05%
718,902
+45,932
+7% +$1.28M
REXR icon
79
Rexford Industrial Realty
REXR
$9.7B
$19.9M 0.04%
245,696
+14,905
+6% +$1.21M
PLAN
80
DELISTED
Anaplan, Inc.
PLAN
$19.4M 0.04%
423,216
+210,593
+99% +$9.66M
MTSI icon
81
MACOM Technology Solutions
MTSI
$9.69B
$18.4M 0.04%
234,877
+4,013
+2% +$314K
SMAR
82
DELISTED
Smartsheet Inc.
SMAR
$17.9M 0.04%
231,128
+68,758
+42% +$5.33M
SP
83
DELISTED
SP Plus Corporation
SP
$17.9M 0.04%
633,839
-2,484
-0.4% -$70.1K
PLNT icon
84
Planet Fitness
PLNT
$8.55B
$17.6M 0.04%
194,583
+16,531
+9% +$1.5M
GB
85
DELISTED
Global Blue Group Holding
GB
$17.6M 0.04%
2,752,920
+104,618
+4% +$669K
OLLI icon
86
Ollie's Bargain Outlet
OLLI
$7.89B
$17.5M 0.04%
342,513
+1,134
+0.3% +$58K
PFGC icon
87
Performance Food Group
PFGC
$16.2B
$17.4M 0.04%
379,670
+47,878
+14% +$2.2M
WSC icon
88
WillScot Mobile Mini Holdings
WSC
$4.26B
$17.4M 0.04%
426,091
+26,577
+7% +$1.09M
HELE icon
89
Helen of Troy
HELE
$595M
$17.4M 0.04%
71,156
+6,699
+10% +$1.64M
UFPI icon
90
UFP Industries
UFPI
$5.76B
$16.9M 0.04%
183,229
+14,804
+9% +$1.36M
TWKS
91
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$16M 0.04%
598,504
-913,044
-60% -$24.5M
AVNT icon
92
Avient
AVNT
$3.35B
$16M 0.04%
286,772
+27,869
+11% +$1.56M
TXRH icon
93
Texas Roadhouse
TXRH
$11.4B
$16M 0.04%
+179,627
New +$16M
LESL icon
94
Leslie's
LESL
$60.9M
$16M 0.04%
+677,189
New +$16M
JBTM
95
JBT Marel Corporation
JBTM
$7.35B
$16M 0.04%
104,331
+3,621
+4% +$556K
WING icon
96
Wingstop
WING
$9.01B
$16M 0.04%
92,405
+4,887
+6% +$844K
TTEK icon
97
Tetra Tech
TTEK
$9.45B
$15.6M 0.04%
91,680
-11,239
-11% -$1.91M
SAIA icon
98
Saia
SAIA
$7.75B
$15.5M 0.04%
46,134
-8,785
-16% -$2.96M
BOOT icon
99
Boot Barn
BOOT
$5.5B
$15.5M 0.04%
126,147
-41,010
-25% -$5.05M
ECOL
100
DELISTED
US Ecology, Inc.
ECOL
$14.7M 0.03%
460,062
-1,806
-0.4% -$57.7K
2 3
4
5 6