WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$42.3B
(+0.56%)
Cap. Flow
+$1.31B
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
133
Reduced
93
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Primerica
PRI
$8.72B
| $19.3M | 0.05% |
81,515
+1,201
| +1% | +$284K |
|
102
Cognex
CGNX
$7.38B
| $19.1M | 0.05% |
410,865
+6,966
| +2% | +$324K |
|
|
JBTM
103
JBT Marel Corporation
JBTM
$7.35B
| $19M | 0.05% |
196,145
-528
| -0.3% | -$51.2K |
|
104
Ollie's Bargain Outlet
OLLI
$7.89B
| $18.9M | 0.04% |
192,009
-1,159
| -0.6% | -$114K |
|
105
Inter&Co
INTR
$3.72B
| $18.7M | 0.04% |
3,001,008
+415,697
| +16% | +$2.59M |
|
106
Matador Resources
MTDR
$6.09B
| $18.6M | 0.04% |
311,146
-920
| -0.3% | -$54.9K |
|
|
SMAR
107
DELISTED
Smartsheet Inc.
SMAR
| $18.5M | 0.04% |
423,866
+9,396
| +2% | +$409K |
|
108
Unifirst Corp
UNF
$3.25B
| $18.5M | 0.04% |
107,694
-633
| -0.6% | -$109K |
|
109
Performance Food Group
PFGC
$16.2B
| $18.4M | 0.04% |
273,518
+4,125
| +2% | +$278K |
|
110
Caesars Entertainment
CZR
$5.18B
| $18.4M | 0.04% |
470,682
+135,803
| +41% | +$5.3M |
|
111
Planet Fitness
PLNT
$8.55B
| $18.2M | 0.04% |
245,620
+3,273
| +1% | +$242K |
|
112
ACI Worldwide
ACIW
$5.07B
| $18.1M | 0.04% |
468,855
-6,440
| -1% | -$248K |
|
113
Timken Company
TKR
$5.23B
| $16.7M | 0.04% |
208,920
+2,626
| +1% | +$210K |
|
114
Western Alliance Bancorporation
WAL
$9.88B
| $16.4M | 0.04% |
270,025
+69,671
| +35% | +$4.24M |
|
115
WillScot Mobile Mini Holdings
WSC
$4.26B
| $16.1M | 0.04% |
424,368
+6,486
| +2% | +$246K |
|
116
Texas Roadhouse
TXRH
$11.4B
| $16.1M | 0.04% |
92,412
-51,700
| -36% | -$9M |
|
117
Halozyme
HALO
$8.75B
| $16M | 0.04% |
310,829
+4,490
| +1% | +$232K |
|
118
Euronet Worldwide
EEFT
$3.72B
| $15.5M | 0.04% |
145,869
+2,275
| +2% | +$242K |
|
119
Regal Rexnord
RRX
$9.44B
| $15.4M | 0.04% |
113,106
+1,676
| +2% | +$229K |
|
120
Trex
TREX
$6.41B
| $15.4M | 0.04% |
207,625
+3,992
| +2% | +$297K |
|
|
VLRS
121
Controladora Vuela Compañía de Aviación
VLRS
$709M
| $15.2M | 0.04% |
2,396,774
+651,555
| +37% | +$4.14M |
|
122
CBIZ
CBZ
$3.26B
| $14.9M | 0.04% |
+202,136
| New | +$14.9M |
|
123
iRhythm Technologies
IRTC
$5.67B
| $14.7M | 0.03% |
141,275
+2,906
| +2% | +$303K |
|
124
Modine Manufacturing
MOD
$7.02B
| $14.6M | 0.03% |
149,351
-41,205
| -22% | -$4.04M |
|
125
FIVE9
FIVN
$2.05B
| $14.5M | 0.03% |
335,611
+6,009
| +2% | +$260K |
|