WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+23.81%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.8B
AUM Growth
+$8.29B
Cap. Flow
+$2.29B
Cap. Flow %
6.23%
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6

Top Buys

1
HDB icon
HDFC Bank
HDB
$701M
2
SNPS icon
Synopsys
SNPS
$265M
3
NKE icon
Nike
NKE
$257M
4
MELI icon
Mercado Libre
MELI
$176M
5
CHD icon
Church & Dwight Co
CHD
$134M

Top Sells

1
CCI icon
Crown Castle
CCI
$229M
2
ILMN icon
Illumina
ILMN
$199M
3
COO icon
Cooper Companies
COO
$165M
4
BSX icon
Boston Scientific
BSX
$139M
5
ANSS
Ansys
ANSS
$72M

Sector Composition

1 Technology 32.16%
2 Healthcare 21.97%
3 Consumer Discretionary 18.62%
4 Financials 12.33%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
GAN
101
DELISTED
GAN Ltd
GAN
$10.8M 0.03%
531,570
+235,405
+79% +$4.77M
NGVT icon
102
Ingevity
NGVT
$2.14B
$10.7M 0.03%
141,702
+476
+0.3% +$36K
WH icon
103
Wyndham Hotels & Resorts
WH
$6.57B
$10.7M 0.03%
180,405
+3,002
+2% +$178K
PFPT
104
DELISTED
Proofpoint, Inc.
PFPT
$10.5M 0.03%
76,778
+238
+0.3% +$32.5K
AVNT icon
105
Avient
AVNT
$3.35B
$10.4M 0.03%
+258,371
New +$10.4M
PLNT icon
106
Planet Fitness
PLNT
$8.55B
$10.4M 0.03%
134,056
+411
+0.3% +$31.9K
MDLA
107
DELISTED
Medallia, Inc.
MDLA
$10.4M 0.03%
311,830
+65,085
+26% +$2.16M
UFPI icon
108
UFP Industries
UFPI
$5.76B
$10.2M 0.03%
183,898
+527
+0.3% +$29.3K
TKR icon
109
Timken Company
TKR
$5.23B
$10.2M 0.03%
+131,623
New +$10.2M
CASY icon
110
Casey's General Stores
CASY
$18.5B
$10.1M 0.03%
56,608
+9,549
+20% +$1.71M
BBIO icon
111
BridgeBio Pharma
BBIO
$9.91B
$10.1M 0.03%
141,849
+36,053
+34% +$2.56M
HMTV
112
DELISTED
Hemisphere Media Group, Inc.
HMTV
$9.97M 0.03%
962,471
+16,119
+2% +$167K
RARE icon
113
Ultragenyx Pharmaceutical
RARE
$3.04B
$9.93M 0.03%
71,729
+3,917
+6% +$542K
BLD icon
114
TopBuild
BLD
$11.8B
$9.79M 0.03%
53,194
-15,693
-23% -$2.89M
UPLD icon
115
Upland Software
UPLD
$78.3M
$9.41M 0.03%
+205,010
New +$9.41M
BSX icon
116
Boston Scientific
BSX
$159B
$9.2M 0.03%
255,987
-3,873,547
-94% -$139M
WEX icon
117
WEX
WEX
$5.73B
$9.19M 0.03%
45,147
+76
+0.2% +$15.5K
VVX icon
118
V2X
VVX
$1.74B
$9.19M 0.03%
184,738
+2,993
+2% +$149K
TREX icon
119
Trex
TREX
$6.41B
$8.99M 0.02%
107,340
+288
+0.3% +$24.1K
GKOS icon
120
Glaukos
GKOS
$5.42B
$8.96M 0.02%
118,981
+387
+0.3% +$29.1K
SWAV
121
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$8.85M 0.02%
85,298
-31,151
-27% -$3.23M
PRI icon
122
Primerica
PRI
$8.72B
$8.82M 0.02%
65,838
+188
+0.3% +$25.2K
CASS icon
123
Cass Information Systems
CASS
$571M
$8.81M 0.02%
226,287
+3,944
+2% +$153K
ATRC icon
124
AtriCure
ATRC
$1.73B
$8.65M 0.02%
155,321
+482
+0.3% +$26.8K
FATE icon
125
Fate Therapeutics
FATE
$115M
$8.57M 0.02%
94,189
-30,999
-25% -$2.82M
3 4
5
6 7