WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
-11.9%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$35.8B
AUM Growth
+$35.8B
Cap. Flow
-$1.56B
Cap. Flow %
-4.34%
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18

Top Buys

1
AON icon
Aon
AON
$413M
2
MSFT icon
Microsoft
MSFT
$403M
3
BILL icon
BILL Holdings
BILL
$306M
4
FERG icon
Ferguson
FERG
$232M
5
CP icon
Canadian Pacific Kansas City
CP
$156M

Top Sells

1
TSM icon
TSMC
TSM
$1.51B
2
LULU icon
lululemon athletica
LULU
$358M
3
SYK icon
Stryker
SYK
$339M
4
SHOP icon
Shopify
SHOP
$165M
5
NU icon
Nu Holdings
NU
$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
JBTM
101
JBT Marel Corporation
JBTM
$7.35B
$14.1M 0.04%
118,982
+14,651
+14% +$1.74M
BOOT icon
102
Boot Barn
BOOT
$5.5B
$14M 0.04%
147,505
+21,358
+17% +$2.02M
NUVA
103
DELISTED
NuVasive, Inc.
NUVA
$14M 0.04%
246,195
+17,838
+8% +$1.01M
MODG icon
104
Topgolf Callaway Brands
MODG
$1.69B
$13.9M 0.04%
594,148
+73,927
+14% +$1.73M
TWKS
105
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$13.8M 0.04%
663,386
+64,882
+11% +$1.35M
AXON icon
106
Axon Enterprise
AXON
$56.9B
$13.8M 0.04%
100,203
+14,881
+17% +$2.05M
SPSC icon
107
SPS Commerce
SPSC
$4.09B
$13.6M 0.04%
+103,770
New +$13.6M
TKR icon
108
Timken Company
TKR
$5.23B
$13.6M 0.04%
223,638
+28,829
+15% +$1.75M
PLAN
109
DELISTED
Anaplan, Inc.
PLAN
$13.6M 0.04%
208,436
-214,780
-51% -$14M
ACIW icon
110
ACI Worldwide
ACIW
$5.07B
$13.1M 0.04%
417,267
+26,693
+7% +$841K
SAIA icon
111
Saia
SAIA
$7.75B
$12.7M 0.04%
52,197
+6,063
+13% +$1.48M
MELI icon
112
Mercado Libre
MELI
$120B
$12.5M 0.03%
10,512
-153
-1% -$182K
WING icon
113
Wingstop
WING
$9.01B
$12.4M 0.03%
105,840
+13,435
+15% +$1.58M
TNDM icon
114
Tandem Diabetes Care
TNDM
$834M
$12.4M 0.03%
106,276
+9,964
+10% +$1.16M
ATRC icon
115
AtriCure
ATRC
$1.73B
$12.2M 0.03%
185,561
+65,506
+55% +$4.3M
SMTC icon
116
Semtech
SMTC
$5.03B
$12.2M 0.03%
175,444
+13,407
+8% +$930K
SWAV
117
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$12.2M 0.03%
58,663
+6,963
+13% +$1.44M
PRI icon
118
Primerica
PRI
$8.72B
$12.2M 0.03%
88,880
+13,682
+18% +$1.87M
CLAR icon
119
Clarus
CLAR
$134M
$12.1M 0.03%
533,363
+70,287
+15% +$1.6M
PNFP icon
120
Pinnacle Financial Partners
PNFP
$7.56B
$12M 0.03%
130,646
-2,067
-2% -$190K
MTSI icon
121
MACOM Technology Solutions
MTSI
$9.69B
$11.9M 0.03%
199,454
-35,423
-15% -$2.12M
NGVT icon
122
Ingevity
NGVT
$2.11B
$11.6M 0.03%
180,582
+23,127
+15% +$1.48M
SAIC icon
123
Saic
SAIC
$5.35B
$11.2M 0.03%
122,000
-1,841
-1% -$170K
HCAT icon
124
Health Catalyst
HCAT
$228M
$10.6M 0.03%
406,965
+154,775
+61% +$4.04M
ESTC icon
125
Elastic
ESTC
$9.17B
$9.69M 0.03%
108,913
+24,359
+29% +$2.17M
3 4
5
6 7