WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$42.3B
(+0.56%)
Cap. Flow
+$1.31B
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
133
Reduced
93
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ashland
ASH
$2.48B
| $27.3M | 0.06% |
289,740
-937
| -0.3% | -$88.3K |
|
77
Comfort Systems
FIX
$24.7B
| $27M | 0.06% |
+85,463
| New | +$27M |
|
78
Grocery Outlet
GO
$1.78B
| $26.9M | 0.06% |
1,217,501
+342,256
| +39% | +$7.56M |
|
79
Dorman Products
DORM
$4.85B
| $26.8M | 0.06% |
295,866
-1,648
| -0.6% | -$149K |
|
80
Cushman & Wakefield
CWK
$3.56B
| $25.4M | 0.06% |
2,450,103
-9,070
| -0.4% | -$94K |
|
81
MeridianLink
MLNK
$1.47B
| $24.7M | 0.06% |
1,147,588
-6,844
| -0.6% | -$147K |
|
82
Hayward Holdings
HAYW
$3.37B
| $24.6M | 0.06% |
1,998,176
-11,154
| -0.6% | -$137K |
|
83
Virtus Investment Partners
VRTS
$1.3B
| $24.2M | 0.06% |
109,533
-626
| -0.6% | -$138K |
|
84
Applied Industrial Technologies
AIT
$9.87B
| $23.8M | 0.06% |
123,257
+1,164
| +1% | +$225K |
|
85
Wyndham Hotels & Resorts
WH
$6.57B
| $23.4M | 0.06% |
316,217
-1,597
| -0.5% | -$118K |
|
86
Casella Waste Systems
CWST
$6.07B
| $23M | 0.05% |
230,861
+3,042
| +1% | +$304K |
|
87
Interparfums
IPAR
$3.65B
| $22.3M | 0.05% |
188,178
-1,003
| -0.5% | -$119K |
|
88
AppFolio
APPF
$9.91B
| $22.1M | 0.05% |
88,664
+2,417
| +3% | +$602K |
|
|
AZEK
89
DELISTED
The AZEK Co
AZEK
| $22M | 0.05% |
527,724
-1,749
| -0.3% | -$72.8K |
|
90
Casey's General Stores
CASY
$18.6B
| $21.7M | 0.05% |
56,756
-6,643
| -10% | -$2.54M |
|
91
Rambus
RMBS
$7.93B
| $20.6M | 0.05% |
363,656
+4,909
| +1% | +$278K |
|
92
MACOM Technology Solutions
MTSI
$9.69B
| $20.5M | 0.05% |
186,960
-1,067
| -0.6% | -$117K |
|
|
CSW
93
CSW Industrials, Inc.
CSW
$4.44B
| $20.3M | 0.05% |
76,608
-424
| -0.6% | -$112K |
|
|
MZTI
94
The Marzetti Company Common Stock
MZTI
$5B
| $20.1M | 0.05% |
107,201
-629
| -0.6% | -$118K |
|
95
WEX
WEX
$5.73B
| $20M | 0.05% |
114,398
+5,829
| +5% | +$1.02M |
|
96
Full Truck Alliance
YMM
$13.8B
| $19.8M | 0.05% |
+2,392,500
| New | +$19.8M |
|
97
Avient
AVNT
$3.35B
| $19.6M | 0.05% |
453,800
-74,306
| -14% | -$3.21M |
|
98
SPS Commerce
SPSC
$4.09B
| $19.5M | 0.05% |
103,552
+997
| +1% | +$187K |
|
99
Evercore
EVR
$12.1B
| $19.3M | 0.05% |
97,908
+1,454
| +2% | +$287K |
|
100
Shift4
FOUR
$6.06B
| $19.3M | 0.05% |
263,602
+60,015
| +29% | +$4.4M |
|