WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+12.82%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$16B
AUM Growth
+$16B
(+11%)
Cap. Flow
-$92.6M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10
Top Buys
| 1 |
Alcon
ALC
|
$250M |
| 2 |
Chubb
CB
|
$72.7M |
| 3 |
Illumina
ILMN
|
$66.6M |
| 4 |
HDFC Bank
HDB
|
$49.6M |
| 5 |
Mettler-Toledo International
MTD
|
$44.4M |
Top Sells
| 1 |
Ryanair
RYAAY
|
$325M |
| 2 |
Shopify
SHOP
|
$321M |
| 3 |
Core Laboratories
CLB
|
$215M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$85.4M |
| 5 |
Cooper Companies
COO
|
$61.9M |
Sector Composition
| 1 | Technology | 30.38% |
| 2 | Healthcare | 26.61% |
| 3 | Financials | 23.75% |
| 4 | Industrials | 11.08% |
| 5 | Materials | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Texas Roadhouse
TXRH
$11.4B
| $1.41M | 0.01% |
26,354
+4,992
| +23% | +$268K |
|
|
ARRY
102
DELISTED
Array Biopharma Inc
ARRY
| $1.41M | 0.01% |
30,406
-734
| -2% | -$34K |
|
103
AtriCure
ATRC
$1.73B
| $1.4M | 0.01% |
46,926
+17,248
| +58% | +$515K |
|
104
Planet Fitness
PLNT
$8.55B
| $1.4M | 0.01% |
19,267
-6,704
| -26% | -$486K |
|
105
FIVE9
FIVN
$2.05B
| $1.4M | 0.01% |
27,222
-585
| -2% | -$30K |
|
106
Charles River Laboratories
CRL
$7.99B
| $1.4M | 0.01% |
9,827
-215
| -2% | -$30.5K |
|
107
Regal Rexnord
RRX
$9.44B
| $1.39M | 0.01% |
17,052
-363
| -2% | -$29.7K |
|
|
EVOP
108
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $1.35M | 0.01% |
42,727
-11,029
| -21% | -$348K |
|
109
Axon Enterprise
AXON
$56.9B
| $1.34M | 0.01% |
20,830
-7,606
| -27% | -$488K |
|
110
Penumbra
PEN
$10.5B
| $1.31M | 0.01% |
8,179
-161
| -2% | -$25.8K |
|
111
UFP Industries
UFPI
$5.76B
| $1.29M | 0.01% |
33,822
-15,000
| -31% | -$571K |
|
|
PLAN
112
DELISTED
Anaplan, Inc.
PLAN
| $1.28M | 0.01% |
25,412
-8,604
| -25% | -$434K |
|
113
BlackLine
BL
$3.26B
| $1.28M | 0.01% |
23,952
-514
| -2% | -$27.5K |
|
114
Trex
TREX
$6.41B
| $1.28M | 0.01% |
+17,826
| New | +$1.28M |
|
115
Casey's General Stores
CASY
$18.6B
| $1.27M | 0.01% |
8,143
-251
| -3% | -$39.2K |
|
116
Woodward
WWD
$14.7B
| $1.25M | 0.01% |
11,068
-6,238
| -36% | -$706K |
|
117
ASGN Inc
ASGN
$2.35B
| $1.25M | 0.01% |
20,681
-438
| -2% | -$26.5K |
|
118
Moelis & Co
MC
$5.21B
| $1.25M | 0.01% |
35,758
+7,506
| +27% | +$262K |
|
119
PROS Holdings
PRO
$734M
| $1.24M | 0.01% |
19,576
-17,257
| -47% | -$1.09M |
|
120
Simulations Plus
SLP
$289M
| $1.24M | 0.01% |
+43,231
| New | +$1.24M |
|
121
Americold
COLD
$3.95B
| $1.23M | 0.01% |
+38,054
| New | +$1.23M |
|
122
LivePerson
LPSN
$86M
| $1.23M | 0.01% |
+43,823
| New | +$1.23M |
|
123
Ameris Bancorp
ABCB
$5B
| $1.22M | 0.01% |
31,200
+5,132
| +20% | +$201K |
|
124
Mercury Systems
MRCY
$4.04B
| $1.22M | 0.01% |
17,287
-8,810
| -34% | -$620K |
|
125
Tandem Diabetes Care
TNDM
$834M
| $1.19M | 0.01% |
+18,410
| New | +$1.19M |
|