WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+46.86%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$26.1B
AUM Growth
+$26.1B
(+44%)
Cap. Flow
+$1.31B
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15
Top Buys
| 1 |
lululemon athletica
LULU
|
$380M |
| 2 |
Mercado Libre
MELI
|
$203M |
| 3 |
Steris
STE
|
$187M |
| 4 |
ServiceNow
NOW
|
$153M |
| 5 |
TSMC
TSM
|
$126M |
Top Sells
| 1 |
Chubb
CB
|
$955M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$11.5M |
| 3 |
Shopify
SHOP
|
$9.16M |
| 4 |
Brink's
BCO
|
$6.32M |
| 5 |
Wingstop
WING
|
$6.17M |
Sector Composition
| 1 | Technology | 34.45% |
| 2 | Healthcare | 25.02% |
| 3 | Consumer Discretionary | 19.68% |
| 4 | Industrials | 9.19% |
| 5 | Financials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Mercury Systems
MRCY
$4.05B
| $7.23M | 0.03% | 91,948 +3,634 | +4% | +$286K |
|
|
NUVA
102
DELISTED
NuVasive, Inc.
NUVA
| $7.23M | 0.03% | 129,935 +41,701 | +47% | +$2.32M |
|
103
iShares MSCI India ETF
INDA
$9.17B
| $7.22M | 0.03% | 248,824 +44,784 | +22% | +$1.3M |
|
|
104
Wingstop
WING
$9.16B
| $7.17M | 0.03% | 51,553 -44,368 | -46% | -$6.17M |
|
105
Cass Information Systems
CASS
$570M
| $7.11M | 0.03% | 182,049 +13,033 | +8% | +$509K |
|
106
Saic
SAIC
$5.52B
| $6.98M | 0.03% | +89,851 | New | +$6.98M |
|
|
GAN
107
DELISTED
GAN Ltd
GAN
| $6.98M | 0.03% | +274,125 | New | +$6.98M |
|
108
Brunswick
BC
$4.15B
| $6.96M | 0.03% | +108,774 | New | +$6.96M |
|
109
Repligen
RGEN
$6.88B
| $6.93M | 0.03% | 56,089 +3,977 | +8% | +$492K |
|
110
Rexford Industrial Realty
REXR
$9.8B
| $6.87M | 0.03% | 165,809 +6,017 | +4% | +$249K |
|
111
Casey's General Stores
CASY
$18.4B
| $6.84M | 0.03% | 45,770 +1,417 | +3% | +$212K |
|
112
Pinnacle Financial Partners
PNFP
$7.54B
| $6.8M | 0.03% | +161,989 | New | +$6.8M |
|
113
AtriCure
ATRC
$1.84B
| $6.78M | 0.03% | 150,845 +13,150 | +10% | +$591K |
|
114
Trex
TREX
$6.61B
| $6.76M | 0.03% | 51,979 -7,487 | -13% | -$974K |
|
|
PFPT
115
DELISTED
Proofpoint, Inc.
PFPT
| $6.66M | 0.03% | 59,977 +26,351 | +78% | +$2.93M |
|
116
Omnicell
OMCL
$1.5B
| $6.66M | 0.03% | 94,350 +3,161 | +3% | +$223K |
|
117
Arrowhead Research
ARWR
$3.05B
| $6.37M | 0.02% | 147,496 +38,863 | +36% | +$1.68M |
|
118
Maximus
MMS
$4.95B
| $6.23M | 0.02% | 88,377 +6,498 | +8% | +$458K |
|
|
MDLA
119
DELISTED
Medallia, Inc.
MDLA
| $6.07M | 0.02% | 240,402 +17,233 | +8% | +$435K |
|
120
Rogers Corp
ROG
$1.42B
| $5.85M | 0.02% | 46,944 +3,410 | +8% | +$425K |
|
121
Penumbra
PEN
$10.6B
| $5.76M | 0.02% | 32,230 -10,283 | -24% | -$1.84M |
|
122
BrightView Holdings
BV
$1.37B
| $5.64M | 0.02% | 503,552 +37,256 | +8% | +$417K |
|
|
ECOL
123
DELISTED
US Ecology, Inc.
ECOL
| $5.54M | 0.02% | 163,543 +9,861 | +6% | +$334K |
|
124
Halozyme
HALO
$8.56B
| $5.47M | 0.02% | 203,820 +10,201 | +5% | +$274K |
|
|
FLIR
125
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $5.34M | 0.02% | 131,532 +7,709 | +6% | +$313K |
|