WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+14.7%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.1B
AUM Growth
+$42.1B
Cap. Flow
+$2.46B
Cap. Flow %
5.85%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
120
Reduced
106
Closed
18

Top Buys

1
NU icon
Nu Holdings
NU
$1.1B
2
CPNG icon
Coupang
CPNG
$765M
3
MNDY icon
monday.com
MNDY
$729M
4
APP icon
Applovin
APP
$497M
5
ILMN icon
Illumina
ILMN
$444M

Top Sells

1
MELI icon
Mercado Libre
MELI
$408M
2
HEI.A icon
HEICO Class A
HEI.A
$207M
3
LRCX icon
Lam Research
LRCX
$112M
4
DDOG icon
Datadog
DDOG
$105M
5
V icon
Visa
V
$93.3M

Sector Composition

1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
WSC icon
101
WillScot Mobile Mini Holdings
WSC
$4.26B
$19.4M 0.05%
417,882
+8,188
+2% +$381K
SPSC icon
102
SPS Commerce
SPSC
$4.09B
$19M 0.05%
102,555
+448
+0.4% +$82.8K
UNF icon
103
Unifirst Corp
UNF
$3.25B
$18.8M 0.04%
108,327
-33
-0% -$5.72K
EVR icon
104
Evercore
EVR
$12.1B
$18.6M 0.04%
96,454
-37,984
-28% -$7.32M
AMWD icon
105
American Woodmark
AMWD
$922M
$18.3M 0.04%
179,642
-74,704
-29% -$7.59M
ZTO icon
106
ZTO Express
ZTO
$14.4B
$18.1M 0.04%
866,722
-120,211
-12% -$2.52M
MOD icon
107
Modine Manufacturing
MOD
$7.02B
$18.1M 0.04%
190,556
-10,209
-5% -$972K
CSW
108
CSW Industrials, Inc.
CSW
$4.44B
$18.1M 0.04%
77,032
-1,320
-2% -$310K
TKR icon
109
Timken Company
TKR
$5.23B
$18M 0.04%
206,294
+1,476
+0.7% +$129K
MTSI icon
110
MACOM Technology Solutions
MTSI
$9.69B
$18M 0.04%
188,027
-3,397
-2% -$325K
WING icon
111
Wingstop
WING
$9.01B
$17.3M 0.04%
47,223
-9,707
-17% -$3.56M
CGNX icon
112
Cognex
CGNX
$7.38B
$17.1M 0.04%
403,899
+1,651
+0.4% +$70K
RGEN icon
113
Repligen
RGEN
$6.54B
$16.5M 0.04%
89,616
-40,338
-31% -$7.42M
IRTC icon
114
iRhythm Technologies
IRTC
$5.67B
$16.1M 0.04%
138,369
+5,174
+4% +$600K
FWRG icon
115
First Watch Restaurant Group
FWRG
$1.12B
$16M 0.04%
+651,114
New +$16M
SMAR
116
DELISTED
Smartsheet Inc.
SMAR
$16M 0.04%
414,470
+3,592
+0.9% +$138K
IAC icon
117
IAC Inc
IAC
$2.91B
$15.8M 0.04%
296,941
+1,070
+0.4% +$57.1K
EEFT icon
118
Euronet Worldwide
EEFT
$3.72B
$15.8M 0.04%
143,594
+1,078
+0.8% +$119K
ACIW icon
119
ACI Worldwide
ACIW
$5.07B
$15.8M 0.04%
475,295
+1,427
+0.3% +$47.4K
BILL icon
120
BILL Holdings
BILL
$4.69B
$15.8M 0.04%
229,361
-177,865
-44% -$12.2M
OLLI icon
121
Ollie's Bargain Outlet
OLLI
$7.89B
$15.4M 0.04%
193,168
+3,696
+2% +$294K
PLNT icon
122
Planet Fitness
PLNT
$8.55B
$15.2M 0.04%
242,347
+9,443
+4% +$591K
SGRY icon
123
Surgery Partners
SGRY
$2.89B
$15.2M 0.04%
508,488
+2,652
+0.5% +$79.1K
CMG icon
124
Chipotle Mexican Grill
CMG
$56B
$14.8M 0.04%
5,098
-334
-6% -$971K
INTR icon
125
Inter&Co
INTR
$3.72B
$14.8M 0.04%
+2,585,311
New +$14.8M
3 4
5
6 7