WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$43.8B
Cap. Flow
+$6.59M
Cap. Flow %
0.02%
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72

Top Buys

1
PM icon
Philip Morris
PM
$2.03B
2
HOOD icon
Robinhood
HOOD
$934M
3
CTVA icon
Corteva
CTVA
$154M
4
SE icon
Sea Limited
SE
$106M
5
TSM icon
TSMC
TSM
$74.2M

Top Sells

1
ICLR icon
Icon
ICLR
$895M
2
ISRG icon
Intuitive Surgical
ISRG
$585M
3
STE icon
Steris
STE
$574M
4
ANET icon
Arista Networks
ANET
$471M
5
DDOG icon
Datadog
DDOG
$279M

Sector Composition

1 Technology 20.86%
2 Consumer Discretionary 20.41%
3 Financials 20.25%
4 Communication Services 10.49%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
POWI icon
126
Power Integrations
POWI
$2.5B
$14.5M 0.03%
260,629
+14,441
+6% +$805K
YETI icon
127
Yeti Holdings
YETI
$2.81B
$14.5M 0.03%
473,723
+4,675
+1% +$143K
POWL icon
128
Powell Industries
POWL
$3.18B
$14.2M 0.03%
66,585
+3,536
+6% +$753K
ASH icon
129
Ashland
ASH
$2.51B
$13.9M 0.03%
273,336
+2,008
+0.7% +$102K
RKLB icon
130
Rocket Lab Corporation Common Stock
RKLB
$23.8B
$13.6M 0.03%
+384,935
New +$13.6M
RGEN icon
131
Repligen
RGEN
$6.79B
$13.6M 0.03%
109,864
+6,872
+7% +$849K
FRSH icon
132
Freshworks
FRSH
$3.84B
$13.3M 0.03%
898,133
-25,862
-3% -$383K
LLY icon
133
Eli Lilly
LLY
$659B
$13.2M 0.03%
16,993
+38
+0.2% +$29.5K
AMWD icon
134
American Woodmark
AMWD
$935M
$12.6M 0.03%
236,802
+69,779
+42% +$3.71M
KWR icon
135
Quaker Houghton
KWR
$2.46B
$12.6M 0.03%
109,052
-1,267
-1% -$146K
AXSM icon
136
Axsome Therapeutics
AXSM
$6.16B
$12.4M 0.03%
119,666
+7,718
+7% +$798K
BBIO icon
137
BridgeBio Pharma
BBIO
$9.56B
$12.3M 0.03%
275,235
+17,133
+7% +$769K
RDNT icon
138
RadNet
RDNT
$5.41B
$12.3M 0.03%
215,534
+14,255
+7% +$814K
IRTC icon
139
iRhythm Technologies
IRTC
$5.5B
$11.9M 0.03%
77,170
-61,267
-44% -$9.48M
FWRG icon
140
First Watch Restaurant Group
FWRG
$1.14B
$11.9M 0.03%
736,931
-211,501
-22% -$3.41M
UNF icon
141
Unifirst Corp
UNF
$3.26B
$11.8M 0.03%
63,430
-742
-1% -$138K
PEN icon
142
Penumbra
PEN
$10.5B
$11.2M 0.03%
43,554
+3,060
+8% +$785K
LNTH icon
143
Lantheus
LNTH
$3.76B
$11.1M 0.03%
135,891
+8,741
+7% +$712K
ATRC icon
144
AtriCure
ATRC
$1.8B
$10.6M 0.02%
327,498
+134,146
+69% +$4.33M
WWW icon
145
Wolverine World Wide
WWW
$2.55B
$10.5M 0.02%
565,746
+44,720
+9% +$829K
GKOS icon
146
Glaukos
GKOS
$5.39B
$10.4M 0.02%
102,870
+6,047
+6% +$613K
GRBK icon
147
Green Brick Partners
GRBK
$3.01B
$9.65M 0.02%
152,315
+7,556
+5% +$479K
RVMD icon
148
Revolution Medicines
RVMD
$7.39B
$9.52M 0.02%
257,814
+11,817
+5% +$436K
ICFI icon
149
ICF International
ICFI
$1.84B
$8.22M 0.02%
97,610
-1,135
-1% -$95.6K
CINT icon
150
CI&T Inc
CINT
$723M
$7.84M 0.02%
1,359,236
-46,759
-3% -$270K
4 5
6
7 8