WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+9.07%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.1B
AUM Growth
+$44.1B
Cap. Flow
-$674M
Cap. Flow %
-1.53%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
141
Reduced
105
Closed
11

Top Buys

1
SE icon
Sea Limited
SE
$520M
2
RGA icon
Reinsurance Group of America
RGA
$487M
3
FRPT icon
Freshpet
FRPT
$332M
4
GEV icon
GE Vernova
GEV
$290M
5
SPOT icon
Spotify
SPOT
$224M

Top Sells

1
CP icon
Canadian Pacific Kansas City
CP
$523M
2
TEAM icon
Atlassian
TEAM
$485M
3
MELI icon
Mercado Libre
MELI
$447M
4
ODFL icon
Old Dominion Freight Line
ODFL
$351M
5
WCN icon
Waste Connections
WCN
$292M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPSC icon
101
SPS Commerce
SPSC
$4.09B
$19.7M 0.04%
102,421
-1,131
-1% -$217K
OLLI icon
102
Ollie's Bargain Outlet
OLLI
$7.89B
$19.4M 0.04%
200,429
+8,420
+4% +$817K
CRS icon
103
Carpenter Technology
CRS
$11.8B
$18.9M 0.04%
+118,659
New +$18.9M
RRX icon
104
Regal Rexnord
RRX
$9.44B
$18.7M 0.04%
111,966
-1,140
-1% -$191K
EGP icon
105
EastGroup Properties
EGP
$8.86B
$18.3M 0.04%
97,262
+13,486
+16% +$2.53M
TKR icon
106
Timken Company
TKR
$5.23B
$17.8M 0.04%
209,302
+382
+0.2% +$32.5K
VRNS icon
107
Varonis Systems
VRNS
$6.21B
$17.4M 0.04%
+309,790
New +$17.4M
AMWD icon
108
American Woodmark
AMWD
$922M
$17.4M 0.04%
187,044
+8,059
+5% +$749K
INTR icon
109
Inter&Co
INTR
$3.72B
$17.3M 0.04%
2,560,809
-440,199
-15% -$2.97M
HALO icon
110
Halozyme
HALO
$8.75B
$17.1M 0.04%
300,045
-10,784
-3% -$614K
MRCY icon
111
Mercury Systems
MRCY
$4.04B
$16.9M 0.04%
450,131
+427
+0.1% +$16K
SGRY icon
112
Surgery Partners
SGRY
$2.89B
$16.7M 0.04%
522,084
+1,819
+0.3% +$58.1K
WSC icon
113
WillScot Mobile Mini Holdings
WSC
$4.26B
$16.4M 0.04%
426,255
+1,887
+0.4% +$72.8K
APPF icon
114
AppFolio
APPF
$9.91B
$16.3M 0.04%
69,350
-19,314
-22% -$4.53M
TXRH icon
115
Texas Roadhouse
TXRH
$11.4B
$16.1M 0.04%
92,317
-95
-0.1% -$16.6K
POWI icon
116
Power Integrations
POWI
$2.46B
$16M 0.04%
252,184
+68,502
+37% +$4.35M
PCVX icon
117
Vaxcyte
PCVX
$4.17B
$15.9M 0.04%
140,847
+48,543
+53% +$5.49M
BILL icon
118
BILL Holdings
BILL
$4.69B
$15.6M 0.04%
294,229
+61,471
+26% +$3.27M
SMAR
119
DELISTED
Smartsheet Inc.
SMAR
$15.6M 0.04%
282,516
-141,350
-33% -$7.82M
MTDR icon
120
Matador Resources
MTDR
$6.09B
$15.3M 0.03%
310,919
-227
-0.1% -$11.2K
IBP icon
121
Installed Building Products
IBP
$7.18B
$15.3M 0.03%
+61,051
New +$15.3M
CHDN icon
122
Churchill Downs
CHDN
$7.12B
$15.2M 0.03%
+113,644
New +$15.2M
RMBS icon
123
Rambus
RMBS
$7.93B
$14.8M 0.03%
352,403
-11,253
-3% -$474K
MTSI icon
124
MACOM Technology Solutions
MTSI
$9.69B
$14.6M 0.03%
131,334
-55,626
-30% -$6.2M
EEFT icon
125
Euronet Worldwide
EEFT
$3.72B
$14.6M 0.03%
146,347
+478
+0.3% +$47.8K
3 4
5
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