WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$235M
(+0.56%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
IAC Inc
IAC
$2.95B
| $14.2M | 0.03% |
370,135
+8,164
| +2% | +$313K |
|
127
EastGroup Properties
EGP
$8.97B
| $14.2M | 0.03% |
83,776
+65,245
| +352% | +$11M |
|
128
WNS Holdings
WNS
$3.24B
| $14.1M | 0.03% |
271,905
+3,857
| +1% | +$201K |
|
129
American Woodmark
AMWD
$968M
| $14M | 0.03% |
178,985
-657
| -0.4% | -$51.4K |
|
130
America's Car Mart
CRMT
$302M
| $13.5M | 0.03% |
223,509
-1,366
| -0.6% | -$82.3K |
|
131
Amer Sports
AS
$21B
| $13.4M | 0.03% |
+1,024,091
| New | +$13.4M |
|
132
Braze
BRZE
$2.92B
| $13.2M | 0.03% |
+347,909
| New | +$13.2M |
|
133
Natera
NTRA
$22.9B
| $13M | 0.03% |
118,369
+1,902
| +2% | +$209K |
|
134
Power Integrations
POWI
$2.51B
| $12.7M | 0.03% |
183,682
+3,751
| +2% | +$260K |
|
135
Surgery Partners
SGRY
$2.87B
| $12.7M | 0.03% |
520,265
+11,777
| +2% | +$286K |
|
136
Five Below
FIVE
$8.43B
| $12M | 0.03% |
108,910
+1,598
| +1% | +$177K |
|
137
Mercury Systems
MRCY
$4.07B
| $12M | 0.03% |
449,704
-843
| -0.2% | -$22.6K |
|
138
BILL Holdings
BILL
$4.75B
| $11.7M | 0.03% |
232,758
+3,397
| +1% | +$171K |
|
139
First Watch Restaurant Group
FWRG
$1.14B
| $11.7M | 0.03% |
663,122
+12,008
| +2% | +$211K |
|
140
Saic
SAIC
$4.98B
| $10.8M | 0.03% |
91,941
-448
| -0.5% | -$52.5K |
|
141
Eli Lilly
LLY
$666B
| $10.5M | 0.02% |
11,544
+67
| +0.6% | +$60.9K |
|
142
Shopify
SHOP
$189B
| $10.1M | 0.02% |
152,650
-6
| -0% | -$398 |
|
|
GB
143
DELISTED
Global Blue Group Holding
GB
| $9.99M | 0.02% |
1,959,469
+39,126
| +2% | +$200K |
|
144
Fabrinet
FN
$12.9B
| $9.73M | 0.02% |
39,434
-135,437
| -77% | -$33.4M |
|
145
Axsome Therapeutics
AXSM
$6.21B
| $9.08M | 0.02% |
113,345
+1,755
| +2% | +$141K |
|
146
Meta Platforms (Facebook)
META
$1.88T
| $8.56M | 0.02% |
+16,470
| New | +$8.56M |
|
147
Repligen
RGEN
$6.78B
| $8.49M | 0.02% |
67,032
-22,584
| -25% | -$2.86M |
|
148
DocGo
DCGO
$148M
| $8.38M | 0.02% |
2,611,038
-15,994
| -0.6% | -$51.3K |
|
149
Glaukos
GKOS
$5.17B
| $7.99M | 0.02% |
+68,071
| New | +$7.99M |
|
150
Gartner
IT
$17.9B
| $7.99M | 0.02% |
17,955
-1,630
| -8% | -$725K |
|