WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+1.8%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$38.9B
AUM Growth
-$3.62B
(-8.5%)
Cap. Flow
-$3.06B
Cap. Flow
% of AUM
-7.86%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| 1 |
Pinduoduo
PDD
|
$48M |
| 2 |
Tapestry
TPR
|
$37.5M |
| 3 |
HealthEquity
HQY
|
$20.2M |
| 4 |
AstraZeneca
AZN
|
$20.1M |
| 5 |
SAP
SAP
|
$17M |
Top Sells
| 1 |
GE Aerospace
GE
|
$462M |
| 2 |
GE Vernova
GEV
|
$436M |
| 3 |
Canadian Pacific Kansas City
CP
|
$392M |
| 4 |
Entegris
ENTG
|
$367M |
| 5 |
Booz Allen Hamilton
BAH
|
$282M |
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 18.67% |
| 4 | Healthcare | 15.21% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VLRS
126
Controladora Vuela Compañía de Aviación
VLRS
$707M
| $13M | 0.03% |
2,416,117
-63,474
| -3% | -$342K |
|
127
Regal Rexnord
RRX
$9.66B
| $13M | 0.03% |
110,082
-216
| -0.2% | -$25.5K |
|
128
Power Integrations
POWI
$2.52B
| $12.6M | 0.03% |
246,188
+182
| +0.1% | +$9.28K |
|
129
Sterling Infrastructure
STRL
$8.7B
| $12.3M | 0.03% |
105,548
-197
| -0.2% | -$22.9K |
|
130
Lantheus
LNTH
$3.72B
| $12.2M | 0.03% |
127,150
-427
| -0.3% | -$41.1K |
|
131
Surgery Partners
SGRY
$2.89B
| $12.2M | 0.03% |
509,413
-2,644
| -0.5% | -$63.3K |
|
132
Klaviyo
KVYO
$9.66B
| $12.1M | 0.03% |
390,119
+84,715
| +28% | +$2.63M |
|
|
NBIS
133
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.6B
| $12M | 0.03% |
+537,781
| New | +$12M |
|
134
Inspire Medical Systems
INSP
$2.56B
| $11.5M | 0.03% |
72,860
+17,125
| +31% | +$2.69M |
|
135
Insmed
INSM
$30.7B
| $11.3M | 0.03% |
144,379
-361
| -0.2% | -$28.2K |
|
136
Unifirst Corp
UNF
$3.3B
| $11.2M | 0.03% |
64,172
-4,043
| -6% | -$703K |
|
137
Powell Industries
POWL
$3.24B
| $11.1M | 0.03% |
63,049
+242
| +0.4% | +$42.8K |
|
138
Penumbra
PEN
$11B
| $10.8M | 0.03% |
40,494
-15,978
| -28% | -$4.28M |
|
139
RH
RH
$4.7B
| $10.8M | 0.03% |
45,789
+81
| +0.2% | +$19.1K |
|
140
Cognex
CGNX
$7.55B
| $10.3M | 0.03% |
344,756
+910
| +0.3% | +$27.3K |
|
141
RadNet
RDNT
$5.49B
| $9.95M | 0.03% |
201,279
+2,598
| +1% | +$128K |
|
142
American Woodmark
AMWD
$997M
| $9.88M | 0.03% |
167,023
-11,072
| -6% | -$655K |
|
143
Glaukos
GKOS
$5.39B
| $9.88M | 0.03% |
96,823
-781
| -0.8% | -$79.7K |
|
144
Argan
AGX
$2.89B
| $9.58M | 0.02% |
69,394
+10,074
| +17% | +$1.39M |
|
145
Novanta
NOVT
$4.18B
| $9.53M | 0.02% |
73,857
-25,320
| -26% | -$3.27M |
|
146
Revolution Medicines
RVMD
$7.57B
| $9.19M | 0.02% |
245,997
+88,520
| +56% | +$3.31M |
|
147
BridgeBio Pharma
BBIO
$10.2B
| $9.06M | 0.02% |
258,102
-3,842
| -1% | -$135K |
|
148
Semtech
SMTC
$5.26B
| $8.6M | 0.02% |
245,421
-601
| -0.2% | -$21.1K |
|
149
CI&T Inc
CINT
$700M
| $8.56M | 0.02% |
1,405,995
-42,208
| -3% | -$257K |
|
150
DocGo
DCGO
$155M
| $8.55M | 0.02% |
3,238,109
-1,075,962
| -25% | -$2.84M |
|