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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.6B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$1.05B
3
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

1
+$561M
2
+$453M
3
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTM icon
76
White Mountains Insurance
WTM
$5.01B
$22.2M 0.05%
10,682
-2,553
WWW icon
77
Wolverine World Wide
WWW
$1.37B
$22.1M 0.05%
1,224,125
+215,730
KTOS icon
78
Kratos Defense & Security Solutions
KTOS
$9.53B
$21.8M 0.04%
287,182
+83,703
CHEF icon
79
Chefs' Warehouse
CHEF
$3.84B
$21.7M 0.04%
347,876
-23,495
HQY icon
80
HealthEquity
HQY
$7.1B
$21.6M 0.04%
233,960
-14,422
AEIS icon
81
Advanced Energy
AEIS
$14.6B
$21.6M 0.04%
+101,392
UMBF icon
82
UMB Financial
UMBF
$10.6B
$21.6M 0.04%
185,085
+1,285
SMTC icon
83
Semtech
SMTC
$15.2B
$21.4M 0.04%
284,347
-227,745
EGP icon
84
EastGroup Properties
EGP
$11B
$21.3M 0.04%
117,342
-6,974
ACIW icon
85
ACI Worldwide
ACIW
$4.59B
$21.3M 0.04%
442,257
+102,724
TXRH icon
86
Texas Roadhouse
TXRH
$11.8B
$21.3M 0.04%
127,100
+30,950
RRX icon
87
Regal Rexnord
RRX
$14.5B
$21.2M 0.04%
148,832
-8,890
SAIA icon
88
Saia
SAIA
$11.5B
$20.9M 0.04%
62,989
-4,831
AAON icon
89
Aaon
AAON
$10.6B
$20.8M 0.04%
265,163
-16,125
IBP icon
90
Installed Building Products
IBP
$5.68B
$20.7M 0.04%
78,444
-18,564
CRL icon
91
Charles River Laboratories
CRL
$8.99B
$20.6M 0.04%
+102,234
HAYW icon
92
Hayward Holdings
HAYW
$3.21B
$20.6M 0.04%
1,304,976
-326,819
ACWI icon
93
iShares MSCI ACWI ETF
ACWI
$32.3B
$19.9M 0.04%
+139,895
TTAN
94
ServiceTitan Inc
TTAN
$6.12B
$19.7M 0.04%
183,464
-80,161
KSPI icon
95
Kaspi.kz JSC
KSPI
$15.9B
$19.6M 0.04%
248,086
+47,210
YETI icon
96
Yeti Holdings
YETI
$3.63B
$19.6M 0.04%
442,521
-121,360
MRCY icon
97
Mercury Systems
MRCY
$6.66B
$19.6M 0.04%
264,889
-85,518
RDNT icon
98
RadNet
RDNT
$4.42B
$19.2M 0.04%
268,224
-17,554
HLMN icon
99
Hillman Solutions
HLMN
$1.53B
$19M 0.04%
2,169,564
-423,299
PNTG icon
100
Pennant Group
PNTG
$1.19B
$18.9M 0.04%
655,410
+16,026
2 3
4
5 6