WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+23.81%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.8B
AUM Growth
+$8.29B
Cap. Flow
+$2.29B
Cap. Flow %
6.23%
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6

Top Buys

1
HDB icon
HDFC Bank
HDB
$701M
2
SNPS icon
Synopsys
SNPS
$265M
3
NKE icon
Nike
NKE
$257M
4
MELI icon
Mercado Libre
MELI
$176M
5
CHD icon
Church & Dwight Co
CHD
$134M

Top Sells

1
CCI icon
Crown Castle
CCI
$229M
2
ILMN icon
Illumina
ILMN
$199M
3
COO icon
Cooper Companies
COO
$165M
4
BSX icon
Boston Scientific
BSX
$139M
5
ANSS
Ansys
ANSS
$72M

Sector Composition

1 Technology 32.16%
2 Healthcare 21.97%
3 Consumer Discretionary 18.62%
4 Financials 12.33%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AMZN icon
151
Amazon
AMZN
$2.51T
$3.46M 0.01%
21,240
– –
PEN icon
152
Penumbra
PEN
$10.9B
$3.44M 0.01%
19,663
-13,357
-40% -$2.34M
RETA
153
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$3.25M 0.01%
26,312
+116
+0.4% +$14.3K
NFLX icon
154
Netflix
NFLX
$534B
$3.24M 0.01%
6,000
– –
INDA icon
155
iShares MSCI India ETF
INDA
$9.28B
$2.91M 0.01%
+72,425
New +$2.91M
SLP icon
156
Simulations Plus
SLP
$284M
$2.88M 0.01%
40,078
-2,140
-5% -$154K
EFA icon
157
iShares MSCI EAFE ETF
EFA
$65.9B
$2.6M 0.01%
35,571
+30,378
+585% +$2.22M
OMI icon
158
Owens & Minor
OMI
$417M
$2.08M 0.01%
+76,790
New +$2.08M
ILMN icon
159
Illumina
ILMN
$15.5B
$1.23M ﹤0.01%
3,411
-552,878
-99% -$199M
CDK
160
DELISTED
CDK Global, Inc.
CDK
$1.08M ﹤0.01%
20,882
+598
+3% +$31K
CCI icon
161
Crown Castle
CCI
$41.6B
$1.06M ﹤0.01%
6,630
-1,437,324
-100% -$229M
BRO icon
162
Brown & Brown
BRO
$31.5B
$938K ﹤0.01%
19,783
+568
+3% +$26.9K
ZBRA icon
163
Zebra Technologies
ZBRA
$15.8B
$896K ﹤0.01%
2,332
+67
+3% +$25.7K
WDAY icon
164
Workday
WDAY
$61.7B
$839K ﹤0.01%
3,500
– –
ARMK icon
165
Aramark
ARMK
$10.3B
$728K ﹤0.01%
26,200
+746
+3% +$20.7K
CSL icon
166
Carlisle Companies
CSL
$16.8B
$641K ﹤0.01%
4,102
+118
+3% +$18.4K
INFO
167
DELISTED
IHS Markit Ltd. Common Shares
INFO
$641K ﹤0.01%
+7,136
New +$641K
KMX icon
168
CarMax
KMX
$9.15B
$632K ﹤0.01%
6,695
+190
+3% +$17.9K
MTN icon
169
Vail Resorts
MTN
$5.9B
$620K ﹤0.01%
2,223
-40
-2% -$11.2K
AMG icon
170
Affiliated Managers Group
AMG
$6.62B
$614K ﹤0.01%
6,036
+186
+3% +$18.9K
GDDY icon
171
GoDaddy
GDDY
$20.1B
$599K ﹤0.01%
7,222
+205
+3% +$17K
ESTC icon
172
Elastic
ESTC
$9B
$582K ﹤0.01%
3,981
-105,119
-96% -$15.4M
LECO icon
173
Lincoln Electric
LECO
$13.5B
$580K ﹤0.01%
4,988
+155
+3% +$18K
AOS icon
174
A.O. Smith
AOS
$10.2B
$572K ﹤0.01%
10,437
+300
+3% +$16.4K
GL icon
175
Globe Life
GL
$11.5B
$571K ﹤0.01%
6,013
+171
+3% +$16.2K
4 5 6
7
8