WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+5.99%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.3B
AUM Growth
+$43.3B
(+9.9%)
Cap. Flow
+$2.91B
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10
Top Buys
| 1 |
Atlassian
TEAM
|
$1.5B |
| 2 |
Icon
ICLR
|
$802M |
| 3 |
Repligen
RGEN
|
$361M |
| 4 |
Floor & Decor
FND
|
$355M |
| 5 |
Lam Research
LRCX
|
$297M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$897M |
| 2 |
Synopsys
SNPS
|
$294M |
| 3 |
Mercado Libre
MELI
|
$132M |
| 4 |
West Pharmaceutical
WST
|
$101M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$65.5M |
Sector Composition
| 1 | Technology | 37.18% |
| 2 | Healthcare | 25.21% |
| 3 | Consumer Discretionary | 15.3% |
| 4 | Industrials | 8.74% |
| 5 | Financials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Casey's General Stores
CASY
$18.6B
| $12.9M | 0.03% |
68,328
+485
| +0.7% | +$91.4K |
|
102
WillScot Mobile Mini Holdings
WSC
$4.26B
| $12.7M | 0.03% |
+399,514
| New | +$12.7M |
|
103
BlackLine
BL
$3.26B
| $12.7M | 0.03% |
107,285
+901
| +0.8% | +$106K |
|
104
Euronet Worldwide
EEFT
$3.72B
| $12.5M | 0.03% |
98,042
+18,988
| +24% | +$2.42M |
|
|
NUVA
105
DELISTED
NuVasive, Inc.
NUVA
| $12.4M | 0.03% |
207,738
+1,218
| +0.6% | +$72.9K |
|
|
SWAV
106
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $12.4M | 0.03% |
60,164
+420
| +0.7% | +$86.5K |
|
107
Tandem Diabetes Care
TNDM
$834M
| $12.4M | 0.03% |
103,727
+1,101
| +1% | +$131K |
|
108
Avient
AVNT
$3.35B
| $12M | 0.03% |
258,903
+2,024
| +0.8% | +$93.8K |
|
109
Marriott Vacations Worldwide
VAC
$2.69B
| $12M | 0.03% |
76,252
+421
| +0.6% | +$66.2K |
|
110
Upland Software
UPLD
$78.3M
| $12M | 0.03% |
357,516
+88,172
| +33% | +$2.95M |
|
111
Sprout Social
SPT
$896M
| $11.8M | 0.03% |
96,380
-43,438
| -31% | -$5.3M |
|
112
Pinnacle Financial Partners
PNFP
$7.56B
| $11.7M | 0.03% |
124,176
+633
| +0.5% | +$59.6K |
|
113
V2X
VVX
$1.74B
| $11.6M | 0.03% |
231,579
+5,829
| +3% | +$293K |
|
114
Merit Medical Systems
MMSI
$5.34B
| $11.6M | 0.03% |
161,176
-48,557
| -23% | -$3.49M |
|
115
ACI Worldwide
ACIW
$5.07B
| $11.5M | 0.03% |
375,211
+2,232
| +0.6% | +$68.6K |
|
116
UFP Industries
UFPI
$5.76B
| $11.5M | 0.03% |
168,425
+1,146
| +0.7% | +$77.9K |
|
117
Maximus
MMS
$4.99B
| $11.4M | 0.03% |
137,421
+44,964
| +49% | +$3.74M |
|
118
TopBuild
BLD
$11.8B
| $11.2M | 0.03% |
54,589
+403
| +0.7% | +$82.5K |
|
|
SMAR
119
DELISTED
Smartsheet Inc.
SMAR
| $11.2M | 0.03% |
+162,370
| New | +$11.2M |
|
120
Cass Information Systems
CASS
$568M
| $10.7M | 0.02% |
256,014
-20,771
| -8% | -$869K |
|
121
Primerica
PRI
$8.72B
| $10.7M | 0.02% |
69,703
+494
| +0.7% | +$75.9K |
|
122
Brunswick
BC
$4.15B
| $10.7M | 0.02% |
112,376
+807
| +0.7% | +$76.9K |
|
123
Ingevity
NGVT
$2.11B
| $10.4M | 0.02% |
145,675
+988
| +0.7% | +$70.5K |
|
124
Saic
SAIC
$5.35B
| $10.2M | 0.02% |
119,605
+471
| +0.4% | +$40.3K |
|
125
Timken Company
TKR
$5.23B
| $10.1M | 0.02% |
153,931
+1,326
| +0.9% | +$86.7K |
|