WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+3.13%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.5B
AUM Growth
+$36.5B
(-0.74%)
Cap. Flow
-$619M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
$276M |
| 2 |
Nike
NKE
|
$129M |
| 3 |
HDFC Bank
HDB
|
$82.6M |
| 4 |
Ferrari
RACE
|
$60.8M |
| 5 |
ASML
ASML
|
$57.2M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$1.02B |
| 2 |
Idexx Laboratories
IDXX
|
$320M |
| 3 |
Verisk Analytics
VRSK
|
$264M |
| 4 |
Intercontinental Exchange
ICE
|
$208M |
| 5 |
ANSS
Ansys
ANSS
|
$184M |
Sector Composition
| 1 | Technology | 34.7% |
| 2 | Healthcare | 21.24% |
| 3 | Consumer Discretionary | 14.67% |
| 4 | Financials | 12.98% |
| 5 | Industrials | 11.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Illumina
ILMN
$15.2B
| $1.27M | ﹤0.01% |
3,308
-10
| -0.3% | -$3.73K |
|
152
Sony
SONY
$162B
| $1.09M | ﹤0.01% |
10,293
+5,502
| +115% | +$583K |
|
153
Brown & Brown
BRO
$31.4B
| $1.02M | ﹤0.01% |
22,204
+2,421
| +12% | +$111K |
|
154
CarMax
KMX
$9.04B
| $996K | ﹤0.01% |
7,505
+810
| +12% | +$107K |
|
155
Workday
WDAY
$62.3B
| $870K | ﹤0.01% |
3,500
| – | – |
|
156
Aramark
ARMK
$10.2B
| $802K | ﹤0.01% |
21,217
+2,300
| +12% | +$87K |
|
157
CAE Inc
CAE
$8.55B
| $794K | ﹤0.01% |
+27,886
| New | +$794K |
|
158
A.O. Smith
AOS
$9.92B
| $793K | ﹤0.01% |
11,732
+1,295
| +12% | +$87.5K |
|
159
Carlisle Companies
CSL
$16B
| $759K | ﹤0.01% |
4,611
+509
| +12% | +$83.8K |
|
160
GoDaddy
GDDY
$19.9B
| $750K | ﹤0.01% |
9,666
+2,444
| +34% | +$190K |
|
161
Vail Resorts
MTN
$5.91B
| $743K | ﹤0.01% |
2,549
+326
| +15% | +$95K |
|
162
Zebra Technologies
ZBRA
$15.5B
| $727K | ﹤0.01% |
1,498
-834
| -36% | -$405K |
|
163
Watsco
WSO
$16B
| $720K | ﹤0.01% |
2,760
+308
| +13% | +$80.3K |
|
164
Lincoln Electric
LECO
$13.3B
| $708K | ﹤0.01% |
5,757
+769
| +15% | +$94.6K |
|
165
Trane Technologies
TT
$90.9B
| $666K | ﹤0.01% |
4,024
+2,217
| +123% | +$367K |
|
166
PTC
PTC
$25.4B
| $655K | ﹤0.01% |
4,761
+515
| +12% | +$70.9K |
|
167
Globe Life
GL
$11.4B
| $652K | ﹤0.01% |
6,747
+734
| +12% | +$70.9K |
|
168
Brookfield
BN
$97.7B
| $641K | ﹤0.01% |
14,405
+5,624
| +64% | +$250K |
|
169
Philips
PHG
$25.8B
| $621K | ﹤0.01% |
10,894
+5,986
| +122% | +$341K |
|
170
Baidu
BIDU
$33.1B
| $600K | ﹤0.01% |
+2,756
| New | +$600K |
|
171
Medtronic
MDT
$118B
| $569K | ﹤0.01% |
4,814
+2,700
| +128% | +$319K |
|
172
CGI
GIB
$21.5B
| $551K | ﹤0.01% |
6,626
+3,783
| +133% | +$315K |
|
173
Chubb
CB
$111B
| $524K | ﹤0.01% |
3,319
+1,929
| +139% | +$305K |
|
174
Elastic
ESTC
$9.17B
| $499K | ﹤0.01% |
4,488
+507
| +13% | +$56.4K |
|
175
SEI Investments
SEIC
$10.8B
| $466K | ﹤0.01% |
7,654
+748
| +11% | +$45.5K |
|