WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+5.99%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.3B
AUM Growth
+$43.3B
Cap. Flow
+$2.91B
Cap. Flow %
6.74%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

1
TEAM icon
Atlassian
TEAM
$1.5B
2
ICLR icon
Icon
ICLR
$802M
3
RGEN icon
Repligen
RGEN
$361M
4
FND icon
Floor & Decor
FND
$355M
5
LRCX icon
Lam Research
LRCX
$297M

Top Sells

1
HDB icon
HDFC Bank
HDB
$897M
2
SNPS icon
Synopsys
SNPS
$294M
3
MELI icon
Mercado Libre
MELI
$132M
4
WST icon
West Pharmaceutical
WST
$101M
5
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IOVA icon
151
Iovance Biotherapeutics
IOVA
$800M
$3.75M 0.01%
152,001
+1,162
+0.8% +$28.7K
NFLX icon
152
Netflix
NFLX
$521B
$3.66M 0.01%
6,000
– –
TPTX
153
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
$3.64M 0.01%
54,719
+404
+0.7% +$26.8K
HEI icon
154
HEICO
HEI
$44.4B
$3.6M 0.01%
27,270
+6,125
+29% +$808K
AMZN icon
155
Amazon
AMZN
$2.41T
$3.52M 0.01%
1,070
+1
+0.1% +$3.29K
DXCM icon
156
DexCom
DXCM
$30.9B
$3.39M 0.01%
6,203
+1,372
+28% +$750K
PHAT icon
157
Phathom Pharmaceuticals
PHAT
$843M
$3.35M 0.01%
104,380
+393
+0.4% +$12.6K
MRVI icon
158
Maravai LifeSciences
MRVI
$341M
$3.21M 0.01%
65,329
+14,890
+30% +$731K
NTES icon
159
NetEase
NTES
$85.4B
$3.19M 0.01%
37,309
+8,525
+30% +$728K
BBIO icon
160
BridgeBio Pharma
BBIO
$9.91B
$3.07M 0.01%
65,504
+482
+0.7% +$22.6K
XYZ
161
Block, Inc.
XYZ
$46.2B
$3.04M 0.01%
12,677
+2,898
+30% +$695K
RCKT icon
162
Rocket Pharmaceuticals
RCKT
$358M
$2.91M 0.01%
97,265
+464
+0.5% +$13.9K
RETA
163
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$2.72M 0.01%
26,997
+421
+2% +$42.4K
BILL icon
164
BILL Holdings
BILL
$4.69B
$2.71M 0.01%
10,153
-3,689
-27% -$985K
NOVT icon
165
Novanta
NOVT
$4.05B
$2.62M 0.01%
16,923
+3,838
+29% +$593K
AXSM icon
166
Axsome Therapeutics
AXSM
$6.09B
$2.44M 0.01%
73,969
+371
+0.5% +$12.2K
JLL icon
167
Jones Lang LaSalle
JLL
$14.2B
$1.87M ﹤0.01%
7,536
-90,440
-92% -$22.4M
SONY icon
168
Sony
SONY
$162B
$1.66M ﹤0.01%
15,003
+430
+3% +$47.5K
SLP icon
169
Simulations Plus
SLP
$289M
$1.58M ﹤0.01%
40,078
– –
ILMN icon
170
Illumina
ILMN
$15.2B
$1.34M ﹤0.01%
3,308
– –
CDK
171
DELISTED
CDK Global, Inc.
CDK
$1.27M ﹤0.01%
29,852
+236
+0.8% +$10K
BRO icon
172
Brown & Brown
BRO
$31.4B
$1.24M ﹤0.01%
22,357
+153
+0.7% +$8.49K
CAE icon
173
CAE Inc
CAE
$8.55B
$1.21M ﹤0.01%
40,488
+1,169
+3% +$34.9K
BN icon
174
Brookfield
BN
$97.7B
$1.1M ﹤0.01%
20,585
+440
+2% +$23.6K
IBN icon
175
ICICI Bank
IBN
$113B
$1.07M ﹤0.01%
56,809
+2,350
+4% +$44.3K
5 6
7
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