WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
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
PLNT icon
101
Planet Fitness
PLNT
$6.55B
$18.3M 0.04%
+167,437
RH icon
102
RH
RH
$3.11B
$18.2M 0.04%
100,147
-5,900
CHDN icon
103
Churchill Downs
CHDN
$6.41B
$17.7M 0.04%
154,638
-9,510
PFGC icon
104
Performance Food Group
PFGC
$15.2B
$17.6M 0.04%
194,990
-11,430
AGYS icon
105
Agilysys
AGYS
$2.03B
$17.5M 0.04%
+146,919
WMS icon
106
Advanced Drainage Systems
WMS
$13.3B
$17.3M 0.04%
+117,572
LLY icon
107
Eli Lilly
LLY
$992B
$17.2M 0.04%
15,936
-427
KWR icon
108
Quaker Houghton
KWR
$2.55B
$17.1M 0.04%
123,147
-1,366
KRMN
109
Karman Holdings
KRMN
$11.7B
$17.1M 0.04%
229,297
-118,406
LSTR icon
110
Landstar System
LSTR
$5.55B
$16.8M 0.03%
115,778
-32,324
SKWD icon
111
Skyward Specialty Insurance
SKWD
$2.05B
$16.8M 0.03%
323,705
-62,951
VIST icon
112
Vista Energy
VIST
$6.02B
$16.7M 0.03%
345,090
-9,734
AXSM icon
113
Axsome Therapeutics
AXSM
$8.38B
$16.7M 0.03%
112,058
-7,638
PRI icon
114
Primerica
PRI
$8.07B
$16.5M 0.03%
63,400
+2,209
RMBS icon
115
Rambus
RMBS
$10.7B
$16.3M 0.03%
172,366
-126,514
DORM icon
116
Dorman Products
DORM
$3.6B
$16.2M 0.03%
129,276
-3,339
WH icon
117
Wyndham Hotels & Resorts
WH
$6.18B
$16.2M 0.03%
211,065
-58,179
CSW
118
CSW Industrials
CSW
$4.85B
$16.1M 0.03%
53,131
-55
STRL icon
119
Sterling Infrastructure
STRL
$13.2B
$16M 0.03%
52,156
-20,287
SITE icon
120
SiteOne Landscape Supply
SITE
$6.34B
$15.8M 0.03%
124,374
-14,689
CWST icon
121
Casella Waste Systems
CWST
$5.92B
$15.7M 0.03%
156,949
-9,591
BOOT icon
122
Boot Barn
BOOT
$5.76B
$15.6M 0.03%
87,455
-35,583
CDRE icon
123
Cadre Holdings
CDRE
$1.81B
$15.5M 0.03%
371,519
-207,045
META icon
124
Meta Platforms (Facebook)
META
$1.64T
$15.5M 0.03%
23,270
+350
FLY
125
Firefly Aerospace
FLY
$3.07B
$15.5M 0.03%
681,341
+20,144
3 4
5
6 7