WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+7.09%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$30B
AUM Growth
+$2.11B
(+7.6%)
Cap. Flow
+$822M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14
Top Buys
| 1 |
ICICI Bank
IBN
|
$1.27B |
| 2 |
Atlassian
TEAM
|
$466M |
| 3 |
Booz Allen Hamilton
BAH
|
$282M |
| 4 |
Corteva
CTVA
|
$264M |
| 5 |
Thomson Reuters
TRI
|
$203M |
Top Sells
| 1 |
ASML
ASML
|
$534M |
| 2 |
lululemon athletica
LULU
|
$502M |
| 3 |
ResMed
RMD
|
$413M |
| 4 |
Graco
GGG
|
$397M |
| 5 |
West Pharmaceutical
WST
|
$311M |
Sector Composition
| 1 | Healthcare | 27.62% |
| 2 | Technology | 26.75% |
| 3 | Industrials | 18.3% |
| 4 | Financials | 16.46% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Freshworks
FRSH
$3.79B
| $11M | 0.04% |
750,751
-42,236
| -5% | -$621K |
|
|
JBTM
127
JBT Marel Corporation
JBTM
$7.36B
| $11M | 0.04% |
120,705
-1,793
| -1% | -$164K |
|
128
IAC Inc
IAC
$2.95B
| $11M | 0.04% |
302,061
+89,561
| +42% | +$3.26M |
|
129
Surgery Partners
SGRY
$2.87B
| $10.7M | 0.04% |
385,175
-6,414
| -2% | -$179K |
|
|
NUVA
130
DELISTED
NuVasive, Inc.
NUVA
| $10.3M | 0.03% |
250,322
-4,207
| -2% | -$173K |
|
131
Sprout Social
SPT
$874M
| $10.2M | 0.03% |
180,791
-2,560
| -1% | -$145K |
|
132
Power Integrations
POWI
$2.51B
| $10.2M | 0.03% |
+142,164
| New | +$10.2M |
|
133
ACI Worldwide
ACIW
$5.12B
| $9.8M | 0.03% |
426,212
-5,761
| -1% | -$133K |
|
|
SWAV
134
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $9.74M | 0.03% |
47,363
-12,141
| -20% | -$2.5M |
|
135
Saic
SAIC
$4.98B
| $9.65M | 0.03% |
86,992
-55,972
| -39% | -$6.21M |
|
136
Veeva Systems
VEEV
$44.3B
| $9.61M | 0.03% |
+59,526
| New | +$9.61M |
|
137
Crane NXT
CXT
$3.54B
| $9.41M | 0.03% |
269,595
-187,815
| -41% | -$6.55M |
|
|
CSW
138
CSW Industrials, Inc.
CSW
$4.47B
| $9.12M | 0.03% |
78,628
-10,955
| -12% | -$1.27M |
|
139
Mercado Libre
MELI
$123B
| $8.75M | 0.03% |
10,339
+466
| +5% | +$394K |
|
140
AtriCure
ATRC
$1.77B
| $8.41M | 0.03% |
189,594
-2,653
| -1% | -$118K |
|
141
APi Group
APG
$14.6B
| $7.64M | 0.03% |
609,386
-76,158
| -11% | -$955K |
|
142
Permian Resources
PR
$10.1B
| $7.43M | 0.02% |
+790,066
| New | +$7.43M |
|
143
Novanta
NOVT
$4.15B
| $7.42M | 0.02% |
54,645
-4,029
| -7% | -$547K |
|
144
Hayward Holdings
HAYW
$3.47B
| $7.28M | 0.02% |
+774,459
| New | +$7.28M |
|
145
DocGo
DCGO
$148M
| $7.27M | 0.02% |
+1,028,957
| New | +$7.27M |
|
146
Intuitive Surgical
ISRG
$163B
| $6.95M | 0.02% |
+26,209
| New | +$6.95M |
|
147
Axsome Therapeutics
AXSM
$6.21B
| $6.84M | 0.02% |
88,739
-44,966
| -34% | -$3.47M |
|
148
Tandem Diabetes Care
TNDM
$837M
| $6.77M | 0.02% |
150,647
-2,204
| -1% | -$99.1K |
|
|
GTM
149
ZoomInfo Technologies
GTM
$3.22B
| $6.77M | 0.02% |
224,727
+64,657
| +40% | +$1.95M |
|
|
TWKS
150
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $6.74M | 0.02% |
+661,116
| New | +$6.74M |
|