WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.1B
1-Year Est. Return 55.71%
This Quarter Est. Return
1 Year Est. Return
+55.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.19B
2
+$791M
3
+$677M
4
ASML icon
ASML
ASML
+$371M
5
THC icon
Tenet Healthcare
THC
+$72.9M

Top Sells

1
+$686M
2
+$653M
3
+$398M
4
NVDA icon
NVIDIA
NVDA
+$341M
5
STE icon
Steris
STE
+$227M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEU icon
126
Centrus Energy
LEU
$5.6B
$14.3M 0.03%
+45,447
AXSM icon
127
Axsome Therapeutics
AXSM
$8.92B
$14.1M 0.03%
119,696
+30
AMWD icon
128
American Woodmark
AMWD
$896M
$13.8M 0.03%
203,576
-33,226
BBIO icon
129
BridgeBio Pharma
BBIO
$15B
$13.6M 0.03%
260,982
-14,253
IRTC icon
130
iRhythm Holdings, Inc. Common Stock
IRTC
$5.26B
$13.1M 0.03%
77,261
+91
CSW
131
CSW Industrials
CSW
$5.36B
$12.8M 0.03%
53,186
-8,764
VIST icon
132
Vista Energy
VIST
$5.11B
$12.6M 0.03%
354,824
-411,395
KVYO icon
133
Klaviyo
KVYO
$8.02B
$12.3M 0.03%
389,303
-229,862
LLY icon
134
Eli Lilly
LLY
$961B
$11.9M 0.02%
16,363
-630
FWRG icon
135
First Watch Restaurant Group
FWRG
$1.01B
$11.7M 0.02%
736,665
-266
RVMD icon
136
Revolution Medicines
RVMD
$23.4B
$11.7M 0.02%
253,377
-4,437
ATRC icon
137
AtriCure
ATRC
$1.86B
$11.4M 0.02%
325,721
-1,777
TECH icon
138
Bio-Techne
TECH
$10.7B
$11.4M 0.02%
+217,380
CWAN icon
139
Clearwater Analytics
CWAN
$7.08B
$11.3M 0.02%
+619,140
GRBK icon
140
Green Brick Partners
GRBK
$3.17B
$11.2M 0.02%
152,362
+47
LRN icon
141
Stride
LRN
$3.09B
$11.1M 0.02%
74,141
-42,926
PEN icon
142
Penumbra
PEN
$12.3B
$10.9M 0.02%
43,158
-396
FOXF icon
143
Fox Factory Holding Corp
FOXF
$788M
$10.6M 0.02%
+426,531
POWI icon
144
Power Integrations
POWI
$2.33B
$10.2M 0.02%
258,581
-2,048
SPSC icon
145
SPS Commerce
SPSC
$3.45B
$9.91M 0.02%
+94,296
ASH icon
146
Ashland
ASH
$2.95B
$9.51M 0.02%
199,630
-73,706
PTCT icon
147
PTC Therapeutics
PTCT
$6.21B
$8.92M 0.02%
+147,065
RARE icon
148
Ultragenyx Pharmaceutical
RARE
$2.32B
$8.75M 0.02%
288,109
+77,640
RGEN icon
149
Repligen
RGEN
$9.12B
$8.44M 0.02%
67,999
-41,865
GKOS icon
150
Glaukos
GKOS
$6B
$8.36M 0.02%
102,887
+17
4 5
6
7 8