WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$43.8B
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| 1 |
Philip Morris
PM
|
$2.03B |
| 2 |
Robinhood
HOOD
|
$934M |
| 3 |
Corteva
CTVA
|
$154M |
| 4 |
Sea Limited
SE
|
$106M |
| 5 |
TSMC
TSM
|
$74.2M |
Top Sells
| 1 |
Icon
ICLR
|
$895M |
| 2 |
Intuitive Surgical
ISRG
|
$585M |
| 3 |
Steris
STE
|
$574M |
| 4 |
Arista Networks
ANET
|
$471M |
| 5 |
Datadog
DDOG
|
$279M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
WIX.com
WIX
$8.05B
| $23.6M | 0.05% |
149,643
+120,878
| +420% | +$19.1M |
|
77
Wyndham Hotels & Resorts
WH
$6.57B
| $23.6M | 0.05% |
287,781
-2,815
| -1% | -$230K |
|
78
WNS Holdings
WNS
$3.24B
| $23.5M | 0.05% |
388,037
+32,093
| +9% | +$1.94M |
|
79
White Mountains Insurance
WTM
$4.56B
| $23.4M | 0.05% |
13,097
-148
| -1% | -$264K |
|
80
Regal Rexnord
RRX
$9.44B
| $23.1M | 0.05% |
157,677
+47,595
| +43% | +$6.97M |
|
81
Semtech
SMTC
$5.03B
| $23.1M | 0.05% |
514,307
+268,886
| +110% | +$12.1M |
|
82
Interparfums
IPAR
$3.65B
| $23.1M | 0.05% |
174,931
+316
| +0.2% | +$41.7K |
|
83
Virtus Investment Partners
VRTS
$1.3B
| $22.9M | 0.05% |
125,078
+22,900
| +22% | +$4.2M |
|
84
Commault Systems
CVLT
$7.96B
| $22.7M | 0.05% |
130,353
+7,983
| +7% | +$1.39M |
|
85
Welltower
WELL
$112B
| $22.5M | 0.05% |
+148,115
| New | +$22.5M |
|
86
Varonis Systems
VRNS
$6.21B
| $21.8M | 0.05% |
434,028
+28,046
| +7% | +$1.41M |
|
87
BILL Holdings
BILL
$4.69B
| $21.2M | 0.05% |
464,155
+21,369
| +5% | +$974K |
|
88
Hillman Solutions
HLMN
$1.93B
| $21.1M | 0.05% |
2,956,955
-35,210
| -1% | -$251K |
|
89
Novanta
NOVT
$4.05B
| $20.6M | 0.05% |
158,833
+84,976
| +115% | +$11M |
|
90
Klaviyo
KVYO
$9.37B
| $20.5M | 0.05% |
619,165
+229,046
| +59% | +$7.57M |
|
91
Installed Building Products
IBP
$7.18B
| $20.4M | 0.05% |
114,076
+22,459
| +25% | +$4.01M |
|
92
Planet Fitness
PLNT
$8.55B
| $20.3M | 0.05% |
187,175
-36,248
| -16% | -$3.94M |
|
93
RH
RH
$4.14B
| $20.2M | 0.05% |
105,730
+59,941
| +131% | +$11.4M |
|
94
Churchill Downs
CHDN
$7.12B
| $20.2M | 0.05% |
199,713
+61,426
| +44% | +$6.2M |
|
95
Saia
SAIA
$7.75B
| $19.5M | 0.04% |
70,372
+28,177
| +67% | +$7.81M |
|
96
Ollie's Bargain Outlet
OLLI
$7.89B
| $19.4M | 0.04% |
145,990
-1,748
| -1% | -$232K |
|
97
Casella Waste Systems
CWST
$6.07B
| $19.3M | 0.04% |
167,213
-22,129
| -12% | -$2.55M |
|
98
Mercury Systems
MRCY
$4.04B
| $18.9M | 0.04% |
354,684
-87,469
| -20% | -$4.67M |
|
99
Western Alliance Bancorporation
WAL
$9.88B
| $18.2M | 0.04% |
234,809
+12,116
| +5% | +$940K |
|
100
Texas Roadhouse
TXRH
$11.4B
| $18.1M | 0.04% |
96,155
+5,435
| +6% | +$1.02M |
|