WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.1B
1-Year Est. Return 55.71%
This Quarter Est. Return
1 Year Est. Return
+55.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.19B
2
+$791M
3
+$677M
4
ASML icon
ASML
ASML
+$371M
5
THC icon
Tenet Healthcare
THC
+$72.9M

Top Sells

1
+$686M
2
+$653M
3
+$398M
4
NVDA icon
NVIDIA
NVDA
+$341M
5
STE icon
Steris
STE
+$227M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICFI icon
101
ICF International
ICFI
$1.75B
$19.3M 0.04%
207,559
+109,949
YETI icon
102
Yeti Holdings
YETI
$3.8B
$19.2M 0.04%
563,881
+90,158
SKWD icon
103
Skyward Specialty Insurance
SKWD
$1.99B
$18.2M 0.04%
386,656
-53,204
IPAR icon
104
Interparfums
IPAR
$2.91B
$18.2M 0.04%
181,498
+6,567
LSTR icon
105
Landstar System
LSTR
$5.31B
$18M 0.04%
148,102
-22,862
KTOS icon
106
Kratos Defense & Security Solutions
KTOS
$20.5B
$17.9M 0.04%
+203,479
SITE icon
107
SiteOne Landscape Supply
SITE
$6.61B
$17.8M 0.04%
139,063
-1,836
ACIW icon
108
ACI Worldwide
ACIW
$4.69B
$17.8M 0.04%
339,533
-2,139
BLD icon
109
TopBuild
BLD
$13.6B
$17.7M 0.04%
+45,165
META icon
110
Meta Platforms (Facebook)
META
$1.55T
$17M 0.04%
22,920
-942
PRI icon
111
Primerica
PRI
$8.53B
$16.9M 0.04%
61,191
-184
NSIT icon
112
Insight Enterprises
NSIT
$2.59B
$16.6M 0.03%
147,969
+15,422
KSPI icon
113
Kaspi.kz JSC
KSPI
$15.3B
$16.4M 0.03%
200,876
-1,774
KWR icon
114
Quaker Houghton
KWR
$2.74B
$16.4M 0.03%
124,513
+15,461
CRDO icon
115
Credo Technology Group
CRDO
$28.3B
$16.4M 0.03%
111,998
-52,061
CHDN icon
116
Churchill Downs
CHDN
$7.54B
$16.1M 0.03%
164,148
-35,565
PNTG icon
117
Pennant Group
PNTG
$997M
$16.1M 0.03%
+639,384
KLAR
118
Klarna Group
KLAR
$11.4B
$16M 0.03%
+417,281
TXRH icon
119
Texas Roadhouse
TXRH
$12.5B
$16M 0.03%
96,150
-5
DY icon
120
Dycom Industries
DY
$10.6B
$15.7M 0.03%
+53,550
NOVT icon
121
Novanta
NOVT
$4.7B
$15.6M 0.03%
155,728
-3,105
NBIS
122
Nebius Group N.V.
NBIS
$25.7B
$15.2M 0.03%
138,193
-383,732
AVNT icon
123
Avient
AVNT
$3.2B
$15.2M 0.03%
465,534
-1,366
CWST icon
124
Casella Waste Systems
CWST
$6.47B
$15.2M 0.03%
166,540
-673
CBZ icon
125
CBIZ
CBZ
$2.78B
$15M 0.03%
+278,955
3 4
5
6 7