WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
-15.19%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$18.1B
AUM Growth
-$492M
(-2.6%)
Cap. Flow
+$2.44B
Cap. Flow
% of AUM
13.5%
Top 10 Holdings %
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21
Top Buys
| 1 |
Mercado Libre
MELI
|
$850M |
| 2 |
lululemon athletica
LULU
|
$642M |
| 3 |
Steris
STE
|
$383M |
| 4 |
Thermo Fisher Scientific
TMO
|
$137M |
| 5 |
MSCI
MSCI
|
$127M |
Top Sells
| 1 |
Shopify
SHOP
|
$612M |
| 2 |
McDonald's
MCD
|
$149M |
| 3 |
Netflix
NFLX
|
$134M |
| 4 |
Costco
COST
|
$44.2M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$13.9M |
Sector Composition
| 1 | Technology | 30.13% |
| 2 | Healthcare | 27.2% |
| 3 | Consumer Discretionary | 13.91% |
| 4 | Financials | 12.92% |
| 5 | Industrials | 10.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
BridgeBio Pharma
BBIO
$10.2B
| $1.92M | 0.01% |
+66,223
| New | +$1.92M |
|
|
RETA
152
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $1.72M | 0.01% |
11,882
+3,463
| +41% | +$500K |
|
153
Insmed
INSM
$30.7B
| $1.62M | 0.01% |
+101,060
| New | +$1.62M |
|
154
Simulations Plus
SLP
$279M
| $1.52M | 0.01% |
43,373
| – | – |
|
155
Synopsys
SNPS
$111B
| $1.09M | 0.01% |
8,461
-3,812
| -31% | -$491K |
|
156
Brown & Brown
BRO
$31.3B
| $696K | ﹤0.01% |
+19,215
| New | +$696K |
|
157
Tradeweb Markets
TW
$25.4B
| $578K | ﹤0.01% |
13,741
-6,185
| -31% | -$260K |
|
158
Emerald Holding
EEX
$1.02B
| $557K | ﹤0.01% |
215,197
-841,847
| -80% | -$2.18M |
|
159
A.O. Smith
AOS
$10.3B
| $541K | ﹤0.01% |
+14,315
| New | +$541K |
|
160
Workday
WDAY
$61.7B
| $456K | ﹤0.01% |
3,500
| – | – |
|
161
Globe Life
GL
$11.3B
| $420K | ﹤0.01% |
+5,842
| New | +$420K |
|
162
Zebra Technologies
ZBRA
$16B
| $416K | ﹤0.01% |
+2,265
| New | +$416K |
|
163
GoDaddy
GDDY
$20.1B
| $401K | ﹤0.01% |
+7,017
| New | +$401K |
|
164
Graphic Packaging
GPK
$6.38B
| $391K | ﹤0.01% |
+32,040
| New | +$391K |
|
165
Watsco
WSO
$16.6B
| $376K | ﹤0.01% |
+2,382
| New | +$376K |
|
166
Aramark
ARMK
$10.2B
| $367K | ﹤0.01% |
+25,454
| New | +$367K |
|
167
CarMax
KMX
$9.11B
| $350K | ﹤0.01% |
+6,505
| New | +$350K |
|
168
Affiliated Managers Group
AMG
$6.54B
| $346K | ﹤0.01% |
+5,850
| New | +$346K |
|
|
CDK
169
DELISTED
CDK Global, Inc.
CDK
| $333K | ﹤0.01% |
+10,142
| New | +$333K |
|
170
Lincoln Electric
LECO
$13.5B
| $333K | ﹤0.01% |
+4,833
| New | +$333K |
|
171
Markel Group
MKL
$24.2B
| $318K | ﹤0.01% |
+343
| New | +$318K |
|
172
Vail Resorts
MTN
$5.87B
| $315K | ﹤0.01% |
+2,131
| New | +$315K |
|
173
SEI Investments
SEIC
$10.8B
| $311K | ﹤0.01% |
+6,716
| New | +$311K |
|
174
FMC
FMC
$4.72B
| $281K | ﹤0.01% |
+3,442
| New | +$281K |
|
175
Sony
SONY
$165B
| $268K | ﹤0.01% |
22,640
+2,750
| +14% | +$32.6K |
|