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 | |
|---|---|---|---|---|---|---|
|
CSW
101
CSW Industrials, Inc.
CSW
$4.6B
| $18M | 0.04% | 61,950 -726 | -1% | -$210K |
|
|
MRX
102
Marex Group
MRX
$2.58B
| $17.9M | 0.04% | +448,113 | New | +$17.9M |
|
103
Insight Enterprises
NSIT
$4.1B
| $17.9M | 0.04% | 132,547 +18,500 | +16% | +$2.5M |
|
104
Meta Platforms (Facebook)
META
$1.86T
| $17.5M | 0.04% | 23,862 +48 | +0.2% | +$35.2K |
|
105
Kaspi.kz JSC
KSPI
$17.9B
| $17.5M | 0.04% | 202,650 -7,124 | -3% | -$614K |
|
|
KRMN
106
Karman Holdings Inc.
KRMN
$7.07B
| $17.1M | 0.04% | +339,805 | New | +$17.1M |
|
107
Performance Food Group
PFGC
$15.9B
| $17.1M | 0.04% | 195,641 +10,022 | +5% | +$877K |
|
108
MeridianLink
MLNK
$1.47B
| $17.1M | 0.04% | 1,049,707 -12,260 | -1% | -$199K |
|
109
Stride
LRN
$7.12B
| $17M | 0.04% | 117,067 -31,095 | -21% | -$4.53M |
|
110
Cadre Holdings
CDRE
$1.25B
| $17M | 0.04% | 530,544 -6,299 | -1% | -$202K |
|
111
SiteOne Landscape Supply
SITE
$6.39B
| $17M | 0.04% | 140,899 +9,108 | +7% | +$1.1M |
|
112
EastGroup Properties
EGP
$9.04B
| $17M | 0.04% | 101,187 +5,478 | +6% | +$918K |
|
|
MZTI
113
The Marzetti Company Common Stock
MZTI
$5.03B
| $16.9M | 0.04% | 98,329 -1,145 | -1% | -$197K |
|
114
America's Car Mart
CRMT
$371M
| $16.8M | 0.04% | 302,095 -3,501 | -1% | -$195K |
|
115
Primerica
PRI
$8.72B
| $16.5M | 0.04% | 61,375 +3,439 | +6% | +$923K |
|
116
Argan
AGX
$3.11B
| $16.3M | 0.04% | 74,382 +4,988 | +7% | +$1.1M |
|
117
Wingstop
WING
$9.16B
| $15.9M | 0.04% | +45,854 | New | +$15.9M |
|
118
ACI Worldwide
ACIW
$5.09B
| $15.5M | 0.04% | 341,672 +18,838 | +6% | +$857K |
|
119
Aaon
AAON
$6.76B
| $15.4M | 0.04% | 208,782 +12,326 | +6% | +$907K |
|
120
Credo Technology Group
CRDO
$21.3B
| $15.3M | 0.04% | 164,059 +10,893 | +7% | +$1.02M |
|
121
Avient
AVNT
$3.42B
| $15.3M | 0.04% | 466,900 +26,664 | +6% | +$876K |
|
122
Insmed
INSM
$28.8B
| $15.3M | 0.04% | 153,986 +9,607 | +7% | +$956K |
|
123
GitLab
GTLB
$7.93B
| $15.1M | 0.03% | +333,771 | New | +$15.1M |
|
124
FIVE9
FIVN
$2.08B
| $14.9M | 0.03% | 558,313 +34,402 | +7% | +$920K |
|
125
Inspire Medical Systems
INSP
$2.77B
| $14.7M | 0.03% | 110,733 +37,873 | +52% | +$5.01M |
|