WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+9.07%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$742M
Cap. Flow %
-1.68%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

1
SE icon
Sea Limited
SE
$520M
2
RGA icon
Reinsurance Group of America
RGA
$487M
3
FRPT icon
Freshpet
FRPT
$332M
4
GEV icon
GE Vernova
GEV
$290M
5
SPOT icon
Spotify
SPOT
$224M

Top Sells

1
CP icon
Canadian Pacific Kansas City
CP
$523M
2
TEAM icon
Atlassian
TEAM
$485M
3
MELI icon
Mercado Libre
MELI
$447M
4
ODFL icon
Old Dominion Freight Line
ODFL
$351M
5
WCN icon
Waste Connections
WCN
$292M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RGEN icon
126
Repligen
RGEN
$6.78B
$14.5M 0.03%
99,158
+32,126
+48% +$4.69M
VLRS
127
Controladora Vuela Compañía de Aviación
VLRS
$702M
$14.3M 0.03%
2,188,339
-208,435
-9% -$1.37M
WNS icon
128
WNS Holdings
WNS
$3.24B
$14.2M 0.03%
272,532
+627
+0.2% +$32.8K
TREX icon
129
Trex
TREX
$6.68B
$14.2M 0.03%
209,754
+2,129
+1% +$145K
CGNX icon
130
Cognex
CGNX
$7.43B
$14.2M 0.03%
352,143
-58,722
-14% -$2.36M
LNTH icon
131
Lantheus
LNTH
$3.66B
$13.8M 0.03%
128,074
+34,000
+36% +$3.65M
SSD icon
132
Simpson Manufacturing
SSD
$8.03B
$13.4M 0.03%
+70,065
New +$13.4M
S icon
133
SentinelOne
S
$6.05B
$13.3M 0.03%
+554,087
New +$13.3M
BRZE icon
134
Braze
BRZE
$2.92B
$13.2M 0.03%
398,022
+50,113
+14% +$1.66M
SAIA icon
135
Saia
SAIA
$7.92B
$13.2M 0.03%
30,409
-35,697
-54% -$15.5M
GKOS icon
136
Glaukos
GKOS
$5.17B
$12.7M 0.03%
99,155
+31,084
+46% +$3.99M
FN icon
137
Fabrinet
FN
$12.9B
$12.4M 0.03%
51,723
+12,289
+31% +$2.95M
EXAS icon
138
Exact Sciences
EXAS
$9.73B
$12.4M 0.03%
187,807
+172,821
+1,153% +$11.4M
SAIC icon
139
Saic
SAIC
$4.98B
$12.3M 0.03%
89,447
-2,494
-3% -$344K
AZTA icon
140
Azenta
AZTA
$1.35B
$12M 0.03%
243,791
-564,260
-70% -$27.9M
SHOP icon
141
Shopify
SHOP
$189B
$11.9M 0.03%
150,000
-2,650
-2% -$210K
LLY icon
142
Eli Lilly
LLY
$666B
$11.6M 0.03%
13,260
+1,716
+15% +$1.51M
FIVN icon
143
FIVE9
FIVN
$2.03B
$11.1M 0.03%
384,592
+48,981
+15% +$1.41M
IT icon
144
Gartner
IT
$17.9B
$10.8M 0.02%
21,275
+3,320
+18% +$1.69M
INSM icon
145
Insmed
INSM
$30.1B
$10.8M 0.02%
148,330
+54,806
+59% +$3.97M
META icon
146
Meta Platforms (Facebook)
META
$1.88T
$10.6M 0.02%
18,609
+2,139
+13% +$1.21M
FWRG icon
147
First Watch Restaurant Group
FWRG
$1.14B
$10.3M 0.02%
657,067
-6,055
-0.9% -$95.3K
IRTC icon
148
iRhythm Technologies
IRTC
$5.85B
$10.3M 0.02%
141,133
-142
-0.1% -$10.3K
GB
149
DELISTED
Global Blue Group Holding
GB
$10.2M 0.02%
1,932,742
-26,727
-1% -$142K
AXSM icon
150
Axsome Therapeutics
AXSM
$6.21B
$10.2M 0.02%
113,692
+347
+0.3% +$31.1K
4 5
6
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