WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$43.8B
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| 1 |
Philip Morris
PM
|
$2.03B |
| 2 |
Robinhood
HOOD
|
$934M |
| 3 |
Corteva
CTVA
|
$154M |
| 4 |
Sea Limited
SE
|
$106M |
| 5 |
TSMC
TSM
|
$74.2M |
Top Sells
| 1 |
Icon
ICLR
|
$895M |
| 2 |
Intuitive Surgical
ISRG
|
$585M |
| 3 |
Steris
STE
|
$574M |
| 4 |
Arista Networks
ANET
|
$471M |
| 5 |
Datadog
DDOG
|
$279M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ultragenyx Pharmaceutical
RARE
$3.09B
| $7.69M | 0.02% |
210,469
+8,256
| +4% | +$302K |
|
152
Viking Holdings
VIK
$27.7B
| $6.38M | 0.01% |
121,049
+43
| +0% | +$2.27K |
|
153
Trane Technologies
TT
$91.4B
| $6.03M | 0.01% |
13,950
+38
| +0.3% | +$16.4K |
|
154
Emcor
EME
$27.8B
| $5.83M | 0.01% |
10,988
-24
| -0.2% | -$12.7K |
|
155
APi Group
APG
$14.5B
| $5.67M | 0.01% |
111,516
+3,081
| +3% | +$157K |
|
156
Amer Sports
AS
$21.1B
| $5.53M | 0.01% |
140,555
-44,963
| -24% | -$1.77M |
|
157
Jones Lang LaSalle
JLL
$14.3B
| $5.17M | 0.01% |
20,133
+48
| +0.2% | +$12.3K |
|
158
IDEAYA Biosciences
IDYA
$2.23B
| $5.12M | 0.01% |
239,738
-4,343
| -2% | -$92.8K |
|
159
Brookfield
BN
$99.2B
| $4.94M | 0.01% |
80,161
+366
| +0.5% | +$22.5K |
|
160
Brown & Brown
BRO
$31.5B
| $4.88M | 0.01% |
44,576
-913
| -2% | -$100K |
|
161
Grab
GRAB
$20.1B
| $4.52M | 0.01% |
919,701
+5,283
| +0.6% | +$26K |
|
162
Sabesp
SBS
$15.1B
| $4.51M | 0.01% |
215,024
+530
| +0.2% | +$11.1K |
|
163
Haleon
HLN
$43.7B
| $4.35M | 0.01% |
419,441
-3,046
| -0.7% | -$31.6K |
|
164
East-West Bancorp
EWBC
$14.6B
| $4.33M | 0.01% |
42,821
| – | – |
|
165
Biohaven
BHVN
$1.68B
| $4.11M | 0.01% |
291,928
+20,106
| +7% | +$283K |
|
166
MKS Inc. Common Stock
MKSI
$6.85B
| $3.71M | 0.01% |
37,040
+618
| +2% | +$61.9K |
|
167
Sony
SONY
$162B
| $3.66M | 0.01% |
139,188
+1,513
| +1% | +$39.8K |
|
168
Teva Pharmaceuticals
TEVA
$21.5B
| $3.6M | 0.01% |
214,756
+1,599
| +0.8% | +$26.8K |
|
169
RELX
RELX
$83B
| $3.53M | 0.01% |
65,582
+160
| +0.2% | +$8.61K |
|
170
Zebra Technologies
ZBRA
$15.6B
| $3.24M | 0.01% |
10,490
+1,081
| +11% | +$334K |
|
171
RLI Corp
RLI
$6.18B
| $3.2M | 0.01% |
44,909
+1,438
| +3% | +$103K |
|
172
Graco
GGG
$14B
| $3.16M | 0.01% |
36,629
+156
| +0.4% | +$13.4K |
|
173
Kanzhun
BZ
$10.9B
| $3.07M | 0.01% |
169,334
-896,228
| -84% | -$16.2M |
|
174
Alibaba
BABA
$330B
| $3.02M | 0.01% |
26,457
-4,305
| -14% | -$491K |
|
175
CubeSmart
CUBE
$9.1B
| $3M | 0.01% |
70,771
-2,038
| -3% | -$86.4K |
|