WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+12.64%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.66B
Cap. Flow %
-4.6%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

1
MELI icon
Mercado Libre
MELI
$787M
2
ISRG icon
Intuitive Surgical
ISRG
$576M
3
GE icon
GE Aerospace
GE
$520M
4
CNQ icon
Canadian Natural Resources
CNQ
$142M
5
UBS icon
UBS Group
UBS
$141M

Top Sells

1
MTD icon
Mettler-Toledo International
MTD
$1.13B
2
SYK icon
Stryker
SYK
$532M
3
NVO icon
Novo Nordisk
NVO
$239M
4
CP icon
Canadian Pacific Kansas City
CP
$237M
5
ICLR icon
Icon
ICLR
$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
POWI icon
126
Power Integrations
POWI
$2.51B
$14.6M 0.04%
174,992
+3,352
+2% +$279K
IRTC icon
127
iRhythm Technologies
IRTC
$5.85B
$14.5M 0.04%
133,195
+50,673
+61% +$5.52M
DCGO icon
128
DocGo
DCGO
$148M
$14.5M 0.04%
2,582,673
+347,984
+16% +$1.95M
ACIW icon
129
ACI Worldwide
ACIW
$5.12B
$14.5M 0.04%
473,868
+12,759
+3% +$390K
OLLI icon
130
Ollie's Bargain Outlet
OLLI
$8.21B
$14.4M 0.04%
189,472
-129,781
-41% -$9.89M
PRVA icon
131
Privia Health
PRVA
$2.84B
$13.1M 0.04%
549,087
+46,556
+9% +$1.11M
FOXF icon
132
Fox Factory Holding Corp
FOXF
$1.18B
$13.1M 0.04%
192,313
+13,683
+8% +$935K
APPF icon
133
AppFolio
APPF
$10B
$12.9M 0.04%
+74,732
New +$12.9M
WAL icon
134
Western Alliance Bancorporation
WAL
$10.1B
$12.4M 0.03%
+184,329
New +$12.4M
CMG icon
135
Chipotle Mexican Grill
CMG
$55.5B
$12.4M 0.03%
271,600
-1,700
-0.6% -$77.5K
BBIO icon
136
BridgeBio Pharma
BBIO
$9.91B
$12.2M 0.03%
291,643
+7,156
+3% +$299K
MOD icon
137
Modine Manufacturing
MOD
$7.14B
$12.2M 0.03%
200,765
-1,434
-0.7% -$87.1K
SHOP icon
138
Shopify
SHOP
$189B
$12.1M 0.03%
152,650
– –
KRTX
139
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
$11.9M 0.03%
37,686
+18,146
+93% +$5.74M
HALO icon
140
Halozyme
HALO
$8.59B
$11.8M 0.03%
316,484
+24,252
+8% +$901K
SAIC icon
141
Saic
SAIC
$4.98B
$11.8M 0.03%
94,188
+1,192
+1% +$149K
SMCI icon
142
Super Micro Computer
SMCI
$24.2B
$11.2M 0.03%
383,080
+13,920
+4% +$406K
INSM icon
143
Insmed
INSM
$30.1B
$9.37M 0.03%
295,328
+5,592
+2% +$177K
RCKT icon
144
Rocket Pharmaceuticals
RCKT
$349M
$9.15M 0.03%
296,013
+7,212
+2% +$223K
NTRA icon
145
Natera
NTRA
$22.9B
$9.06M 0.03%
145,996
+73,419
+101% +$4.55M
GDDY icon
146
GoDaddy
GDDY
$20.1B
$8.94M 0.02%
84,010
+9,963
+13% +$1.06M
GB
147
DELISTED
Global Blue Group Holding
GB
$8.69M 0.02%
1,849,017
-32,701
-2% -$154K
SP
148
DELISTED
SP Plus Corporation
SP
$8.53M 0.02%
166,253
-160,930
-49% -$8.25M
AXSM icon
149
Axsome Therapeutics
AXSM
$6.21B
$8.34M 0.02%
104,808
+8,845
+9% +$704K
ATRC icon
150
AtriCure
ATRC
$1.77B
$8.13M 0.02%
221,416
+15,820
+8% +$581K
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6
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