WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+18.23%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$14.4B
AUM Growth
+$14.4B
Cap. Flow
+$1.24B
Cap. Flow %
8.64%
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7

Top Buys

1
CB icon
Chubb
CB
$986M
2
RMD icon
ResMed
RMD
$284M
3
NFLX icon
Netflix
NFLX
$111M
4
ANSS
Ansys
ANSS
$90.2M
5
ASML icon
ASML
ASML
$69.7M

Top Sells

1
ICLR icon
Icon
ICLR
$267M
2
CLB icon
Core Laboratories
CLB
$124M
3
AMZN icon
Amazon
AMZN
$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
$85.2M
5
ACN icon
Accenture
ACN
$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
YELP icon
126
Yelp
YELP
$1.99B
$775K 0.01%
+22,461
New +$775K
ARRY
127
DELISTED
Array Biopharma Inc
ARRY
$759K 0.01%
+31,140
New +$759K
RETA
128
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$752K 0.01%
+8,802
New +$752K
ORBC
129
DELISTED
ORBCOMM, Inc.
ORBC
$720K 0.01%
+106,275
New +$720K
SGRY icon
130
Surgery Partners
SGRY
$2.89B
$717K 0.01%
+63,547
New +$717K
WDAY icon
131
Workday
WDAY
$62.3B
$675K ﹤0.01%
3,500
– –
INGN icon
132
Inogen
INGN
$213M
$609K ﹤0.01%
+6,383
New +$609K
CHRD icon
133
Chord Energy
CHRD
$6.12B
$591K ﹤0.01%
+97,811
New +$591K
HALO icon
134
Halozyme
HALO
$8.75B
$515K ﹤0.01%
+31,997
New +$515K
FGEN icon
135
FibroGen
FGEN
$48.4M
$497K ﹤0.01%
+366
New +$497K
BHVN
136
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$461K ﹤0.01%
+8,950
New +$461K
HRTX icon
137
Heron Therapeutics
HRTX
$204M
$422K ﹤0.01%
+17,267
New +$422K
LGND icon
138
Ligand Pharmaceuticals
LGND
$3.25B
$359K ﹤0.01%
+4,575
New +$359K
ULTI
139
DELISTED
Ultimate Software Group Inc
ULTI
$343K ﹤0.01%
+1,040
New +$343K
SNPS icon
140
Synopsys
SNPS
$110B
$321K ﹤0.01%
+2,790
New +$321K
KURA icon
141
Kura Oncology
KURA
$732M
$320K ﹤0.01%
+19,288
New +$320K
NICE icon
142
Nice
NICE
$8.48B
$205K ﹤0.01%
+1,671
New +$205K
VSM
143
DELISTED
Versum Materials, Inc.
VSM
– –
-227,495
Closed -$6.31M
VEU icon
144
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
– –
-5,667
Closed -$258K
SONY icon
145
Sony
SONY
$162B
– –
-20,990
Closed -$203K
HLIO icon
146
Helios Technologies
HLIO
$1.75B
– –
-62,132
Closed -$2.06M
GIB icon
147
CGI
GIB
$21.5B
– –
-3,410
Closed -$209K
EFA icon
148
iShares MSCI EAFE ETF
EFA
$65.4B
– –
-1,449,364
Closed -$85.2M
ACWX icon
149
iShares MSCI ACWI ex US ETF
ACWX
$6.59B
– –
-4,770
Closed -$200K
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