WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
-1.44%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$34.1B
AUM Growth
+$34.1B
Cap. Flow
+$1.72B
Cap. Flow %
5.05%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
131
Reduced
63
Closed
18

Top Buys

1
MELI icon
Mercado Libre
MELI
$830M
2
CP icon
Canadian Pacific Kansas City
CP
$507M
3
ICLR icon
Icon
ICLR
$435M
4
ACGL icon
Arch Capital
ACGL
$176M
5
WCN icon
Waste Connections
WCN
$156M

Top Sells

1
RMD icon
ResMed
RMD
$769M
2
BILL icon
BILL Holdings
BILL
$161M
3
AON icon
Aon
AON
$38.7M
4
NVO icon
Novo Nordisk
NVO
$37M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
$27.5M

Sector Composition

1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FIVE icon
76
Five Below
FIVE
$8.33B
$19.4M 0.06%
120,269
+48,115
+67% +$7.74M
AMWD icon
77
American Woodmark
AMWD
$922M
$19.3M 0.06%
254,666
-117,144
-32% -$8.89M
CASY icon
78
Casey's General Stores
CASY
$18.6B
$19.1M 0.06%
70,169
+1,318
+2% +$358K
WEX icon
79
WEX
WEX
$5.73B
$18.9M 0.06%
101,131
+1,513
+2% +$283K
ASH icon
80
Ashland
ASH
$2.48B
$18.9M 0.06%
230,969
+205,567
+809% +$16.8M
SAIA icon
81
Saia
SAIA
$7.75B
$18.7M 0.06%
46,614
-6,396
-12% -$2.57M
PRI icon
82
Primerica
PRI
$8.72B
$18.4M 0.05%
94,383
+2,076
+2% +$404K
PR icon
83
Permian Resources
PR
$9.73B
$17.9M 0.05%
1,280,055
+25,549
+2% +$357K
FOXF icon
84
Fox Factory Holding Corp
FOXF
$1.16B
$17.7M 0.05%
178,630
+41,314
+30% +$4.09M
CRMT icon
85
America's Car Mart
CRMT
$370M
$17.5M 0.05%
193,244
-52,591
-21% -$4.77M
AIT icon
86
Applied Industrial Technologies
AIT
$9.87B
$17.5M 0.05%
112,609
+2,396
+2% +$373K
FIVN icon
87
FIVE9
FIVN
$2.05B
$17.3M 0.05%
269,033
-14,917
-5% -$959K
VEEV icon
88
Veeva Systems
VEEV
$44.4B
$17.2M 0.05%
84,016
-3,972
-5% -$812K
EVR icon
89
Evercore
EVR
$12.1B
$17M 0.05%
123,635
+3,309
+3% +$456K
AMN icon
90
AMN Healthcare
AMN
$760M
$16.8M 0.05%
196,975
+70,725
+56% +$6.03M
JBTM
91
JBT Marel Corporation
JBTM
$7.35B
$16.5M 0.05%
156,910
+3,283
+2% +$345K
MTDR icon
92
Matador Resources
MTDR
$6.09B
$16.4M 0.05%
276,178
-65,469
-19% -$3.88M
SPSC icon
93
SPS Commerce
SPSC
$4.09B
$16.3M 0.05%
95,674
-16,189
-14% -$2.76M
MZTI
94
The Marzetti Company Common Stock
MZTI
$5B
$16.2M 0.05%
98,210
+398
+0.4% +$65.7K
MRCY icon
95
Mercury Systems
MRCY
$4.04B
$16.1M 0.05%
435,821
+152,712
+54% +$5.65M
WING icon
96
Wingstop
WING
$9.01B
$16M 0.05%
89,091
+1,802
+2% +$325K
CWST icon
97
Casella Waste Systems
CWST
$6.07B
$15.9M 0.05%
208,979
+40,224
+24% +$3.07M
WSC icon
98
WillScot Mobile Mini Holdings
WSC
$4.26B
$15.6M 0.05%
374,606
+6,714
+2% +$280K
UFPI icon
99
UFP Industries
UFPI
$5.76B
$15.1M 0.04%
146,879
-44,000
-23% -$4.51M
TXRH icon
100
Texas Roadhouse
TXRH
$11.4B
$14.9M 0.04%
153,985
+2,810
+2% +$271K
2 3
4
5 6