WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+9.59%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.5B
AUM Growth
-$1.6B
(-3.6%)
Cap. Flow
-$3.02B
Cap. Flow
% of AUM
-7.1%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44
Top Buys
| 1 |
GoDaddy
GDDY
|
$669M |
| 2 |
Sea Limited
SE
|
$512M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$436M |
| 4 |
SAP
SAP
|
$290M |
| 5 |
Illumina
ILMN
|
$116M |
Top Sells
| 1 |
Applovin
APP
|
$1.31B |
| 2 |
Floor & Decor
FND
|
$537M |
| 3 |
Aon
AON
|
$515M |
| 4 |
EPAM Systems
EPAM
|
$447M |
| 5 |
Thermo Fisher Scientific
TMO
|
$439M |
Sector Composition
| 1 | Technology | 23.94% |
| 2 | Financials | 16.94% |
| 3 | Consumer Discretionary | 15.77% |
| 4 | Healthcare | 14.31% |
| 5 | Industrials | 12.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Semtech
SMTC
$5.2B
| $15.2M | 0.04% |
+246,022
| New | +$15.2M |
|
127
Novanta
NOVT
$4.15B
| $15.1M | 0.04% |
+99,177
| New | +$15.1M |
|
128
Glaukos
GKOS
$5.17B
| $14.6M | 0.03% |
97,604
-1,551
| -2% | -$232K |
|
129
Powell Industries
POWL
$3.27B
| $14.3M | 0.03% |
+62,807
| New | +$14.3M |
|
130
American Woodmark
AMWD
$968M
| $14.2M | 0.03% |
178,095
-8,949
| -5% | -$715K |
|
131
RadNet
RDNT
$5.56B
| $14.1M | 0.03% |
+198,681
| New | +$14.1M |
|
132
Repligen
RGEN
$6.78B
| $14M | 0.03% |
97,086
-2,072
| -2% | -$298K |
|
133
Inter&Co
INTR
$3.71B
| $13.8M | 0.03% |
3,303,578
+742,769
| +29% | +$3.11M |
|
134
Meta Platforms (Facebook)
META
$1.88T
| $13.8M | 0.03% |
23,399
+4,790
| +26% | +$2.83M |
|
135
Halozyme
HALO
$8.59B
| $13.7M | 0.03% |
284,622
-15,423
| -5% | -$740K |
|
136
Penumbra
PEN
$10.9B
| $13.5M | 0.03% |
+56,472
| New | +$13.5M |
|
|
GB
137
DELISTED
Global Blue Group Holding
GB
| $13.4M | 0.03% |
1,990,631
+57,889
| +3% | +$391K |
|
138
Gartner
IT
$17.9B
| $13M | 0.03% |
26,768
+5,493
| +26% | +$2.67M |
|
139
Eli Lilly
LLY
$666B
| $12.9M | 0.03% |
16,705
+3,445
| +26% | +$2.67M |
|
140
Klaviyo
KVYO
$9.34B
| $12.8M | 0.03% |
+305,404
| New | +$12.8M |
|
141
WNS Holdings
WNS
$3.24B
| $12.7M | 0.03% |
270,319
-2,213
| -0.8% | -$104K |
|
142
Cadre Holdings
CDRE
$1.3B
| $12.4M | 0.03% |
+387,292
| New | +$12.4M |
|
143
ICF International
ICFI
$1.74B
| $12.4M | 0.03% |
+104,879
| New | +$12.4M |
|
144
Cognex
CGNX
$7.43B
| $12.3M | 0.03% |
343,846
-8,297
| -2% | -$296K |
|
145
SentinelOne
S
$6.05B
| $12.2M | 0.03% |
543,423
-10,664
| -2% | -$240K |
|
146
iRhythm Technologies
IRTC
$5.85B
| $12M | 0.03% |
138,202
-2,931
| -2% | -$255K |
|
147
Unifirst Corp
UNF
$3.32B
| $11.7M | 0.03% |
68,215
-42,431
| -38% | -$7.26M |
|
148
Lantheus
LNTH
$3.66B
| $11.4M | 0.03% |
127,577
-497
| -0.4% | -$44.3K |
|
149
Simpson Manufacturing
SSD
$8.03B
| $11.3M | 0.03% |
68,056
-2,009
| -3% | -$332K |
|
150
Credo Technology Group
CRDO
$23.2B
| $10.7M | 0.03% |
+153,523
| New | +$10.7M |
|