WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
-1.44%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$34.1B
AUM Growth
+$34.1B
(+1.7%)
Cap. Flow
+$1.72B
Cap. Flow
% of AUM
5.05%
Top 10 Holdings %
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
131
Reduced
63
Closed
18
Top Buys
| 1 |
Mercado Libre
MELI
|
$830M |
| 2 |
Canadian Pacific Kansas City
CP
|
$507M |
| 3 |
Icon
ICLR
|
$435M |
| 4 |
Arch Capital
ACGL
|
$176M |
| 5 |
Waste Connections
WCN
|
$156M |
Top Sells
| 1 |
ResMed
RMD
|
$769M |
| 2 |
BILL Holdings
BILL
|
$161M |
| 3 |
Aon
AON
|
$38.7M |
| 4 |
Novo Nordisk
NVO
|
$37M |
| 5 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
$27.5M |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 21.93% |
| 3 | Industrials | 18.84% |
| 4 | Financials | 18.67% |
| 5 | Consumer Discretionary | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Euronet Worldwide
EEFT
$3.72B
| $10.4M | 0.03% |
130,625
+1,960
| +2% | +$156K |
|
127
Shift4
FOUR
$6.06B
| $10.2M | 0.03% |
184,935
+3,960
| +2% | +$219K |
|
128
Super Micro Computer
SMCI
$23.8B
| $10.2M | 0.03% |
36,916
+206
| +0.6% | +$56.8K |
|
129
Chipotle Mexican Grill
CMG
$56B
| $10.1M | 0.03% |
5,466
-253
| -4% | -$465K |
|
130
Paycom
PAYC
$12.5B
| $9.87M | 0.03% |
37,994
-1,796
| -5% | -$467K |
|
131
Saic
SAIC
$5.35B
| $9.83M | 0.03% |
92,996
+941
| +1% | +$99.5K |
|
132
Topgolf Callaway Brands
MODG
$1.69B
| $9.39M | 0.03% |
682,964
+14,484
| +2% | +$199K |
|
133
Modine Manufacturing
MOD
$7.02B
| $9.35M | 0.03% |
+202,199
| New | +$9.35M |
|
134
Rambus
RMBS
$7.93B
| $9.2M | 0.03% |
+164,830
| New | +$9.2M |
|
135
AtriCure
ATRC
$1.73B
| $9.01M | 0.03% |
205,596
+3,528
| +2% | +$155K |
|
136
CI&T Inc
CINT
$721M
| $8.83M | 0.03% |
1,358,102
-72,381
| -5% | -$470K |
|
137
Shopify
SHOP
$182B
| $8.36M | 0.02% |
152,650
| – | – |
|
138
iRhythm Technologies
IRTC
$5.67B
| $7.78M | 0.02% |
+82,522
| New | +$7.78M |
|
|
VLRS
139
Controladora Vuela Compañía de Aviación
VLRS
$709M
| $7.61M | 0.02% |
1,108,946
-56,466
| -5% | -$387K |
|
140
BridgeBio Pharma
BBIO
$9.91B
| $7.5M | 0.02% |
284,487
+5,833
| +2% | +$154K |
|
141
Insmed
INSM
$30.3B
| $7.32M | 0.02% |
289,736
+5,115
| +2% | +$129K |
|
142
Axsome Therapeutics
AXSM
$6.09B
| $6.71M | 0.02% |
95,963
+1,685
| +2% | +$118K |
|
143
iShares MSCI EAFE ETF
EFA
$65.4B
| $6.68M | 0.02% |
96,891
+93,674
| +2,912% | +$6.46M |
|
144
Brown & Brown
BRO
$31.4B
| $6.65M | 0.02% |
95,231
+31
| +0% | +$2.17K |
|
145
Health Catalyst
HCAT
$228M
| $6.56M | 0.02% |
647,824
+12,250
| +2% | +$124K |
|
|
RCM
146
DELISTED
R1 RCM Inc. Common Stock
RCM
| $6.55M | 0.02% |
429,943
-150,143
| -26% | -$2.29M |
|
147
Rocket Pharmaceuticals
RCKT
$358M
| $5.89M | 0.02% |
288,801
+5,867
| +2% | +$120K |
|
|
TWKS
148
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $5.59M | 0.02% |
1,377,375
+9,085
| +0.7% | +$36.9K |
|
149
GoDaddy
GDDY
$19.9B
| $5.54M | 0.02% |
74,047
+56
| +0.1% | +$4.19K |
|
150
Yeti Holdings
YETI
$2.84B
| $5.08M | 0.01% |
105,299
+31
| +0% | +$1.5K |
|