WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+9.35%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$31.3B
AUM Growth
+$31.3B
(+4.4%)
Cap. Flow
-$1.12B
Cap. Flow
% of AUM
-3.59%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
105
Closed
13
Top Buys
| 1 |
Linde
LIN
|
$1.2B |
| 2 |
Arch Capital
ACGL
|
$867M |
| 3 |
ICICI Bank
IBN
|
$270M |
| 4 |
Booz Allen Hamilton
BAH
|
$133M |
| 5 |
AstraZeneca
AZN
|
$33.1M |
Top Sells
| 1 |
lululemon athletica
LULU
|
$926M |
| 2 |
Accenture
ACN
|
$502M |
| 3 |
Alcon
ALC
|
$276M |
| 4 |
Union Pacific
UNP
|
$260M |
| 5 |
Repligen
RGEN
|
$249M |
Sector Composition
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Procore
PCOR
$10.3B
| $12.1M | 0.04% |
193,368
-501,636
| -72% | -$31.4M |
|
127
Power Integrations
POWI
$2.46B
| $12.1M | 0.04% |
142,954
+790
| +0.6% | +$66.9K |
|
128
CSX Corp
CSX
$60.2B
| $11.6M | 0.04% |
387,567
+11,645
| +3% | +$349K |
|
129
ACI Worldwide
ACIW
$5.07B
| $11.5M | 0.04% |
425,963
-249
| -0.1% | -$6.72K |
|
130
Veeva Systems
VEEV
$44.4B
| $11.3M | 0.04% |
61,502
+1,976
| +3% | +$363K |
|
|
SP
131
DELISTED
SP Plus Corporation
SP
| $11.1M | 0.04% |
324,637
-3,621
| -1% | -$124K |
|
|
CSW
132
CSW Industrials, Inc.
CSW
$4.44B
| $10.8M | 0.03% |
77,814
-814
| -1% | -$113K |
|
133
Chipotle Mexican Grill
CMG
$56B
| $9.84M | 0.03% |
+5,882
| New | +$9.84M |
|
134
Privia Health
PRVA
$2.84B
| $9.26M | 0.03% |
+335,537
| New | +$9.26M |
|
135
Saic
SAIC
$5.35B
| $9.26M | 0.03% |
86,161
-831
| -1% | -$89.3K |
|
136
Hayward Holdings
HAYW
$3.37B
| $9.04M | 0.03% |
771,110
-3,349
| -0.4% | -$39.3K |
|
137
Novanta
NOVT
$4.05B
| $8.93M | 0.03% |
56,159
+1,514
| +3% | +$241K |
|
138
DocGo
DCGO
$152M
| $8.87M | 0.03% |
1,025,889
-3,068
| -0.3% | -$26.5K |
|
|
RCM
139
DELISTED
R1 RCM Inc. Common Stock
RCM
| $8.87M | 0.03% |
591,440
+3,877
| +0.7% | +$58.2K |
|
140
Halozyme
HALO
$8.75B
| $8.39M | 0.03% |
+219,597
| New | +$8.39M |
|
141
AdaptHealth
AHCO
$1.23B
| $8.25M | 0.03% |
663,733
+4,749
| +0.7% | +$59K |
|
142
CI&T Inc
CINT
$721M
| $8.05M | 0.03% |
1,460,683
-324,284
| -18% | -$1.79M |
|
143
Shopify
SHOP
$182B
| $7.87M | 0.03% |
164,187
-3,545
| -2% | -$170K |
|
144
AtriCure
ATRC
$1.73B
| $7.87M | 0.03% |
189,863
+269
| +0.1% | +$11.2K |
|
145
Clarus
CLAR
$134M
| $7.57M | 0.02% |
801,036
+176,447
| +28% | +$1.67M |
|
146
Health Catalyst
HCAT
$228M
| $6.9M | 0.02% |
591,142
+1,771
| +0.3% | +$20.7K |
|
147
Intuitive Surgical
ISRG
$158B
| $6.7M | 0.02% |
26,207
-2
| -0% | -$511 |
|
148
CryoPort
CYRX
$426M
| $6.64M | 0.02% |
276,772
+32
| +0% | +$768 |
|
149
BridgeBio Pharma
BBIO
$9.91B
| $6.18M | 0.02% |
372,588
+4,797
| +1% | +$79.5K |
|
150
Tandem Diabetes Care
TNDM
$834M
| $6.14M | 0.02% |
151,103
+456
| +0.3% | +$18.5K |
|