WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+9.59%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.5B
AUM Growth
+$42.5B
(-3.6%)
Cap. Flow
-$2.5B
Cap. Flow
% of AUM
-5.88%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
110
Reduced
131
Closed
44
Top Buys
| 1 |
GoDaddy
GDDY
|
$669M |
| 2 |
Sea Limited
SE
|
$512M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$436M |
| 4 |
SAP
SAP
|
$290M |
| 5 |
Illumina
ILMN
|
$116M |
Top Sells
| 1 |
Applovin
APP
|
$1.31B |
| 2 |
Floor & Decor
FND
|
$537M |
| 3 |
Aon
AON
|
$515M |
| 4 |
EPAM Systems
EPAM
|
$447M |
| 5 |
Thermo Fisher Scientific
TMO
|
$439M |
Sector Composition
| 1 | Technology | 23.94% |
| 2 | Financials | 16.94% |
| 3 | Consumer Discretionary | 15.77% |
| 4 | Healthcare | 14.31% |
| 5 | Industrials | 12.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
MeridianLink
MLNK
$1.47B
| $23.3M | 0.05% |
1,124,498
-35,092
| -3% | -$726K |
|
77
Carpenter Technology
CRS
$11.8B
| $22.5M | 0.05% |
134,756
+16,097
| +14% | +$2.69M |
|
78
White Mountains Insurance
WTM
$4.56B
| $22.5M | 0.05% |
+11,651
| New | +$22.5M |
|
79
Planet Fitness
PLNT
$8.55B
| $22.3M | 0.05% |
+223,609
| New | +$22.3M |
|
80
Western Alliance Bancorporation
WAL
$9.88B
| $22.2M | 0.05% |
265,518
-8,510
| -3% | -$711K |
|
81
Performance Food Group
PFGC
$16.2B
| $22M | 0.05% |
261,548
-2,542
| -1% | -$214K |
|
82
FIVE9
FIVN
$2.05B
| $21.3M | 0.05% |
522,611
+138,019
| +36% | +$5.62M |
|
83
Vista Energy
VIST
$3.98B
| $21.1M | 0.05% |
+390,453
| New | +$21.1M |
|
84
Boot Barn
BOOT
$5.5B
| $20.9M | 0.05% |
136,338
-2,782
| -2% | -$427K |
|
85
Stride
LRN
$6.97B
| $20.9M | 0.05% |
+197,709
| New | +$20.9M |
|
86
Casella Waste Systems
CWST
$6.07B
| $20.7M | 0.05% |
196,687
-3,568
| -2% | -$376K |
|
87
Rambus
RMBS
$7.93B
| $20.7M | 0.05% |
386,527
+34,124
| +10% | +$1.83M |
|
88
Primerica
PRI
$8.72B
| $20.5M | 0.05% |
76,117
-977
| -1% | -$263K |
|
89
Ashland
ASH
$2.48B
| $20.2M | 0.05% |
285,488
-11,730
| -4% | -$832K |
|
90
Kaspi.kz JSC
KSPI
$17.2B
| $20.1M | 0.05% |
209,774
-97
| -0% | -$9.31K |
|
91
Applied Industrial Technologies
AIT
$9.87B
| $20.1M | 0.05% |
84,149
-33,992
| -29% | -$8.11M |
|
92
Evercore
EVR
$12.1B
| $19.7M | 0.05% |
70,804
-24,562
| -26% | -$6.83M |
|
93
Saia
SAIA
$7.75B
| $19.4M | 0.05% |
42,265
+11,856
| +39% | +$5.45M |
|
94
Yeti Holdings
YETI
$2.84B
| $19M | 0.04% |
492,931
-15,951
| -3% | -$616K |
|
95
WEX
WEX
$5.73B
| $19M | 0.04% |
111,128
-2,095
| -2% | -$358K |
|
96
DocGo
DCGO
$152M
| $18.6M | 0.04% |
4,314,071
+1,687,100
| +64% | +$7.29M |
|
97
Churchill Downs
CHDN
$7.12B
| $18.6M | 0.04% |
138,841
+25,197
| +22% | +$3.38M |
|
98
Mercury Systems
MRCY
$4.04B
| $18.6M | 0.04% |
441,792
-8,339
| -2% | -$350K |
|
99
SPS Commerce
SPSC
$4.09B
| $18.5M | 0.04% |
100,796
-1,625
| -2% | -$298K |
|
|
VLRS
100
Controladora Vuela Compañía de Aviación
VLRS
$709M
| $18.4M | 0.04% |
2,479,591
+291,252
| +13% | +$2.16M |
|