WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+18.23%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$14.4B
AUM Growth
+$3.19B
(+28%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
8.64%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7
Top Buys
| 1 |
Chubb
CB
|
$986M |
| 2 |
ResMed
RMD
|
$284M |
| 3 |
Netflix
NFLX
|
$111M |
| 4 |
ANSS
Ansys
ANSS
|
$90.2M |
| 5 |
ASML
ASML
|
$69.7M |
Top Sells
| 1 |
Icon
ICLR
|
$267M |
| 2 |
Core Laboratories
CLB
|
$124M |
| 3 |
Amazon
AMZN
|
$113M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$85.2M |
| 5 |
Accenture
ACN
|
$8.74M |
Sector Composition
| 1 | Technology | 30.82% |
| 2 | Financials | 23.91% |
| 3 | Healthcare | 23.08% |
| 4 | Industrials | 12.77% |
| 5 | Energy | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
IPHI
101
DELISTED
INPHI CORPORATION
IPHI
| $1.38M | 0.01% |
+31,637
| New | +$1.38M |
|
102
WNS Holdings
WNS
$3.24B
| $1.37M | 0.01% |
+25,668
| New | +$1.37M |
|
103
ASGN Inc
ASGN
$2.3B
| $1.34M | 0.01% |
+21,119
| New | +$1.34M |
|
|
PLAN
104
DELISTED
Anaplan, Inc.
PLAN
| $1.34M | 0.01% |
+34,016
| New | +$1.34M |
|
105
Texas Roadhouse
TXRH
$11.3B
| $1.33M | 0.01% |
+21,362
| New | +$1.33M |
|
106
LivaNova
LIVN
$3.18B
| $1.32M | 0.01% |
+13,545
| New | +$1.32M |
|
|
CUB
107
DELISTED
Cubic Corporation
CUB
| $1.3M | 0.01% |
+23,091
| New | +$1.3M |
|
108
Shutterstock
SSTK
$730M
| $1.25M | 0.01% |
+26,859
| New | +$1.25M |
|
109
Oshkosh
OSK
$8.9B
| $1.24M | 0.01% |
+16,488
| New | +$1.24M |
|
110
Penumbra
PEN
$10.9B
| $1.23M | 0.01% |
+8,340
| New | +$1.23M |
|
111
Etsy
ETSY
$5.17B
| $1.21M | 0.01% |
+17,975
| New | +$1.21M |
|
112
Moelis & Co
MC
$5.32B
| $1.18M | 0.01% |
+28,252
| New | +$1.18M |
|
113
Dave & Buster's
PLAY
$837M
| $1.17M | 0.01% |
+23,394
| New | +$1.17M |
|
114
BlackLine
BL
$3.28B
| $1.13M | 0.01% |
+24,466
| New | +$1.13M |
|
115
Tetra Tech
TTEK
$9.37B
| $1.12M | 0.01% |
+94,195
| New | +$1.12M |
|
|
LOGM
116
DELISTED
LogMein, Inc.
LOGM
| $1.11M | 0.01% |
+13,846
| New | +$1.11M |
|
|
ZUO
117
DELISTED
Zuora, Inc.
ZUO
| $1.11M | 0.01% |
+55,147
| New | +$1.11M |
|
118
Casey's General Stores
CASY
$18.5B
| $1.08M | 0.01% |
+8,394
| New | +$1.08M |
|
119
nLIGHT
LASR
$1.47B
| $1.06M | 0.01% |
+47,709
| New | +$1.06M |
|
|
MNDT
120
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $1.06M | 0.01% |
+63,136
| New | +$1.06M |
|
121
Topgolf Callaway Brands
MODG
$1.68B
| $932K | 0.01% |
+58,508
| New | +$932K |
|
122
Ameris Bancorp
ABCB
$5.11B
| $895K | 0.01% |
+26,068
| New | +$895K |
|
123
Teladoc Health
TDOC
$1.35B
| $843K | 0.01% |
+15,163
| New | +$843K |
|
124
AtriCure
ATRC
$1.77B
| $795K | 0.01% |
+29,678
| New | +$795K |
|
125
Permian Resources
PR
$10.1B
| $791K | 0.01% |
+90,012
| New | +$791K |
|