WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+10.69%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.4B
AUM Growth
+$44.4B
(+2.6%)
Cap. Flow
-$2.21B
Cap. Flow
% of AUM
-4.98%
Top 10 Holdings %
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
134
Reduced
52
Closed
15
Top Buys
| 1 |
Novo Nordisk
NVO
|
$278M |
| 2 |
Lam Research
LRCX
|
$184M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$138M |
| 4 |
Nu Holdings
NU
|
$114M |
| 5 |
Endava
DAVA
|
$39.5M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$2.2B |
| 2 |
HDFC Bank
HDB
|
$1.08B |
| 3 |
Atlassian
TEAM
|
$285M |
| 4 |
Credicorp
BAP
|
$29.4M |
| 5 |
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
|
$24.5M |
Sector Composition
| 1 | Technology | 40.57% |
| 2 | Healthcare | 28.38% |
| 3 | Industrials | 9.53% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Financials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tandem Diabetes Care
TNDM
$834M
| $14.5M | 0.03% |
96,312
-7,415
| -7% | -$1.12M |
|
102
Semtech
SMTC
$5.03B
| $14.4M | 0.03% |
162,037
-3,784
| -2% | -$337K |
|
|
103
Mercado Libre
MELI
$120B
| $14.4M | 0.03% |
10,665
-1,634,580
| -99% | -$2.2B |
|
104
Casey's General Stores
CASY
$18.6B
| $14.3M | 0.03% |
72,636
+4,308
| +6% | +$850K |
|
105
Topgolf Callaway Brands
MODG
$1.69B
| $14.3M | 0.03% |
520,221
+36,848
| +8% | +$1.01M |
|
106
Marriott Vacations Worldwide
VAC
$2.69B
| $13.7M | 0.03% |
81,241
+4,989
| +7% | +$843K |
|
107
ACI Worldwide
ACIW
$5.07B
| $13.6M | 0.03% |
390,574
+15,363
| +4% | +$533K |
|
108
Timken Company
TKR
$5.23B
| $13.5M | 0.03% |
194,809
+40,878
| +27% | +$2.83M |
|
109
Surgery Partners
SGRY
$2.89B
| $13.5M | 0.03% |
252,624
+97,536
| +63% | +$5.21M |
|
110
Axon Enterprise
AXON
$56.9B
| $13.4M | 0.03% |
85,322
+5,898
| +7% | +$926K |
|
111
Healthcare Services Group
HCSG
$1.14B
| $13.3M | 0.03% |
745,297
-24,654
| -3% | -$439K |
|
112
BlackLine
BL
$3.26B
| $13M | 0.03% |
125,702
+18,417
| +17% | +$1.91M |
|
113
Clarus
CLAR
$134M
| $12.8M | 0.03% |
463,076
+112,023
| +32% | +$3.11M |
|
114
Shift4
FOUR
$6.06B
| $12.8M | 0.03% |
220,270
+106,227
| +93% | +$6.15M |
|
115
Pinnacle Financial Partners
PNFP
$7.56B
| $12.7M | 0.03% |
132,713
+8,537
| +7% | +$815K |
|
116
Euronet Worldwide
EEFT
$3.72B
| $12.6M | 0.03% |
106,047
+8,005
| +8% | +$954K |
|
117
FIVE9
FIVN
$2.05B
| $12.5M | 0.03% |
+91,351
| New | +$12.5M |
|
118
Brunswick
BC
$4.15B
| $12.2M | 0.03% |
121,571
+9,195
| +8% | +$926K |
|
|
NUVA
119
DELISTED
NuVasive, Inc.
NUVA
| $12M | 0.03% |
228,357
+20,619
| +10% | +$1.08M |
|
120
APi Group
APG
$14.4B
| $11.8M | 0.03% |
458,624
-1,225
| -0.3% | -$31.6K |
|
121
WEX
WEX
$5.73B
| $11.8M | 0.03% |
84,138
+5,302
| +7% | +$744K |
|
122
TopBuild
BLD
$11.8B
| $11.6M | 0.03% |
42,114
-12,475
| -23% | -$3.44M |
|
123
Primerica
PRI
$8.72B
| $11.5M | 0.03% |
75,198
+5,495
| +8% | +$842K |
|
124
Ingevity
NGVT
$2.11B
| $11.3M | 0.03% |
157,455
+11,780
| +8% | +$845K |
|
125
AdaptHealth
AHCO
$1.23B
| $11.2M | 0.03% |
459,098
+204,868
| +81% | +$5.01M |
|