WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
-0.92%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$27.9B
AUM Growth
+$27.9B
Cap. Flow
+$1.07B
Cap. Flow %
3.83%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

1
WCN icon
Waste Connections
WCN
$781M
2
TEAM icon
Atlassian
TEAM
$536M
3
AJG icon
Arthur J. Gallagher & Co
AJG
$436M
4
AMZN icon
Amazon
AMZN
$364M
5
EPAM icon
EPAM Systems
EPAM
$339M

Top Sells

1
TSM icon
TSMC
TSM
$770M
2
SHOP icon
Shopify
SHOP
$391M
3
CHD icon
Church & Dwight Co
CHD
$368M
4
NKE icon
Nike
NKE
$319M
5
SHW icon
Sherwin-Williams
SHW
$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SMAR
101
DELISTED
Smartsheet Inc.
SMAR
$12.4M 0.04%
360,186
+10,188
+3% +$349K
DLO icon
102
dLocal
DLO
$4.09B
$12.2M 0.04%
591,283
-21,427
-3% -$441K
REXR icon
103
Rexford Industrial Realty
REXR
$9.7B
$12M 0.04%
236,831
+13,805
+6% +$699K
MTDR icon
104
Matador Resources
MTDR
$6.09B
$11.8M 0.04%
240,085
+72,260
+43% +$3.55M
FIVN icon
105
FIVE9
FIVN
$2.05B
$11.8M 0.04%
154,400
+22,470
+17% +$1.71M
GB
106
DELISTED
Global Blue Group Holding
GB
$11.8M 0.04%
2,522,087
+44,563
+2% +$208K
SP
107
DELISTED
SP Plus Corporation
SP
$11.7M 0.04%
373,854
-119,344
-24% -$3.74M
FOUR icon
108
Shift4
FOUR
$6.06B
$11.4M 0.04%
256,047
+6,010
+2% +$268K
NUVA
109
DELISTED
NuVasive, Inc.
NUVA
$11.4M 0.04%
254,529
+8,095
+3% +$363K
NGVT icon
110
Ingevity
NGVT
$2.11B
$11.4M 0.04%
185,775
+5,046
+3% +$309K
BOOT icon
111
Boot Barn
BOOT
$5.5B
$11.2M 0.04%
187,611
+40,133
+27% +$2.4M
SPT icon
112
Sprout Social
SPT
$896M
$11M 0.04%
183,351
-38,035
-17% -$2.29M
MTSI icon
113
MACOM Technology Solutions
MTSI
$9.69B
$10.9M 0.04%
205,815
+6,179
+3% +$328K
CSW
114
CSW Industrials, Inc.
CSW
$4.44B
$10.8M 0.04%
89,583
-19,854
-18% -$2.4M
AZEK
115
DELISTED
The AZEK Co
AZEK
$10.7M 0.04%
645,509
+11,902
+2% +$198K
FRSH icon
116
Freshworks
FRSH
$3.81B
$10.7M 0.04%
792,987
-70,858
-8% -$957K
JBTM
117
JBT Marel Corporation
JBTM
$7.35B
$10.6M 0.04%
122,498
+3,551
+3% +$307K
BL icon
118
BlackLine
BL
$3.26B
$10.1M 0.04%
167,574
+3,053
+2% +$184K
IAC icon
119
IAC Inc
IAC
$2.91B
$9.84M 0.04%
+174,323
New +$9.84M
HEI icon
120
HEICO
HEI
$44.4B
$9.83M 0.04%
68,362
+29,371
+75% +$4.22M
SGRY icon
121
Surgery Partners
SGRY
$2.89B
$9.72M 0.03%
391,589
+38,111
+11% +$946K
MRCY icon
122
Mercury Systems
MRCY
$4.04B
$9.59M 0.03%
230,008
+7,623
+3% +$318K
EEFT icon
123
Euronet Worldwide
EEFT
$3.72B
$9.58M 0.03%
123,976
+3,433
+3% +$265K
CZR icon
124
Caesars Entertainment
CZR
$5.18B
$9.44M 0.03%
291,292
+7,302
+3% +$237K
AVNT icon
125
Avient
AVNT
$3.35B
$9.15M 0.03%
298,883
+10,029
+3% +$307K
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5
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