WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+11.39%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$39.4B
AUM Growth
+$39.4B
(+7.8%)
Cap. Flow
+$1.73B
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
60.47%
Holding
212
New
22
Increased
129
Reduced
29
Closed
16
Top Buys
| 1 |
EPAM Systems
EPAM
|
$1.45B |
| 2 |
Entegris
ENTG
|
$309M |
| 3 |
Stryker
SYK
|
$148M |
| 4 |
Thermo Fisher Scientific
TMO
|
$143M |
| 5 |
Sherwin-Williams
SHW
|
$143M |
Top Sells
| 1 |
TSMC
TSM
|
$735M |
| 2 |
ASML
ASML
|
$610M |
| 3 |
Accenture
ACN
|
$542M |
| 4 |
HDFC Bank
HDB
|
$498M |
| 5 |
Smith & Nephew
SNN
|
$318M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Healthcare | 23.05% |
| 3 | Consumer Discretionary | 15.14% |
| 4 | Financials | 10.85% |
| 5 | Industrials | 10.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Marriott Vacations Worldwide
VAC
$2.69B
| $12.1M | 0.03% |
75,831
+3,045
| +4% | +$485K |
|
102
Natera
NTRA
$23B
| $11.9M | 0.03% |
104,737
+4,162
| +4% | +$473K |
|
103
BlackLine
BL
$3.26B
| $11.8M | 0.03% |
106,384
+29,950
| +39% | +$3.33M |
|
104
Q2 Holdings
QTWO
$4.83B
| $11.8M | 0.03% |
114,830
+4,482
| +4% | +$460K |
|
105
Ingevity
NGVT
$2.11B
| $11.8M | 0.03% |
144,687
+5,573
| +4% | +$453K |
|
106
ServisFirst Bancshares
SFBS
$4.77B
| $11.7M | 0.03% |
171,671
+11,163
| +7% | +$759K |
|
|
LHCG
107
DELISTED
LHC Group LLC
LHCG
| $11.5M | 0.03% |
57,410
+3,630
| +7% | +$727K |
|
|
SWAV
108
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $11.3M | 0.03% |
59,744
+2,244
| +4% | +$426K |
|
109
Semtech
SMTC
$5.03B
| $11.3M | 0.03% |
164,717
+6,424
| +4% | +$442K |
|
110
Cass Information Systems
CASS
$568M
| $11.3M | 0.03% |
276,785
+17,382
| +7% | +$708K |
|
111
Brunswick
BC
$4.15B
| $11.1M | 0.03% |
111,569
-31,702
| -22% | -$3.16M |
|
112
Upland Software
UPLD
$78.3M
| $11.1M | 0.03% |
269,344
+10,471
| +4% | +$431K |
|
113
Mercury Systems
MRCY
$4.04B
| $11M | 0.03% |
165,685
+7,069
| +4% | +$469K |
|
114
Pinnacle Financial Partners
PNFP
$7.56B
| $10.9M | 0.03% |
123,543
-37,021
| -23% | -$3.27M |
|
115
V2X
VVX
$1.74B
| $10.7M | 0.03% |
225,750
+14,039
| +7% | +$668K |
|
116
TopBuild
BLD
$11.8B
| $10.7M | 0.03% |
54,186
+2,076
| +4% | +$411K |
|
117
Euronet Worldwide
EEFT
$3.72B
| $10.7M | 0.03% |
79,054
+3,474
| +5% | +$470K |
|
118
Primerica
PRI
$8.72B
| $10.6M | 0.03% |
69,209
+2,642
| +4% | +$405K |
|
119
Pacific Biosciences
PACB
$378M
| $10.6M | 0.03% |
+302,878
| New | +$10.6M |
|
120
WEX
WEX
$5.73B
| $10.5M | 0.03% |
54,055
+2,173
| +4% | +$421K |
|
121
Saic
SAIC
$5.35B
| $10.5M | 0.03% |
119,134
+4,682
| +4% | +$411K |
|
122
Glaukos
GKOS
$5.42B
| $10.3M | 0.03% |
121,564
+4,801
| +4% | +$407K |
|
123
Surgery Partners
SGRY
$2.89B
| $10.3M | 0.03% |
154,074
-78,601
| -34% | -$5.24M |
|
124
Performance Food Group
PFGC
$16.2B
| $10.2M | 0.03% |
210,531
+8,991
| +4% | +$436K |
|
125
Alaska Air
ALK
$7.21B
| $10M | 0.03% |
166,211
-33,168
| -17% | -$2M |
|