WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+10.69%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.4B
AUM Growth
+$44.4B
Cap. Flow
-$2.21B
Cap. Flow %
-4.98%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
134
Reduced
52
Closed
15

Top Buys

1
NVO icon
Novo Nordisk
NVO
$278M
2
LRCX icon
Lam Research
LRCX
$184M
3
EFA icon
iShares MSCI EAFE ETF
EFA
$138M
4
NU icon
Nu Holdings
NU
$114M
5
DAVA icon
Endava
DAVA
$39.5M

Top Sells

1
MELI icon
Mercado Libre
MELI
$2.2B
2
HDB icon
HDFC Bank
HDB
$1.08B
3
TEAM icon
Atlassian
TEAM
$285M
4
BAP icon
Credicorp
BAP
$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
$24.5M

Sector Composition

1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
NTES icon
151
NetEase
NTES
$85.4B
$5.7M 0.01%
55,973
+18,664
+50% +$1.9M
BEAM icon
152
Beam Therapeutics
BEAM
$1.9B
$5.62M 0.01%
+70,579
New +$5.62M
DXCM icon
153
DexCom
DXCM
$30.9B
$4.92M 0.01%
9,158
+2,955
+48% +$1.59M
AXSM icon
154
Axsome Therapeutics
AXSM
$6.09B
$4.55M 0.01%
120,440
+46,471
+63% +$1.76M
NOVT icon
155
Novanta
NOVT
$4.05B
$4.49M 0.01%
25,482
+8,559
+51% +$1.51M
RCKT icon
156
Rocket Pharmaceuticals
RCKT
$358M
$4.21M 0.01%
192,929
+95,664
+98% +$2.09M
MRVI icon
157
Maravai LifeSciences
MRVI
$341M
$4.12M 0.01%
98,308
+32,979
+50% +$1.38M
SNAP icon
158
Snap
SNAP
$12.3B
$3.98M 0.01%
84,647
+28,374
+50% +$1.33M
MRTX
159
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$3.88M 0.01%
+26,455
New +$3.88M
BILL icon
160
BILL Holdings
BILL
$4.69B
$3.81M 0.01%
15,298
+5,145
+51% +$1.28M
NFLX icon
161
Netflix
NFLX
$521B
$3.62M 0.01%
6,000
– –
AMZN icon
162
Amazon
AMZN
$2.41T
$3.57M 0.01%
1,072
+2
+0.2% +$6.67K
IOVA icon
163
Iovance Biotherapeutics
IOVA
$800M
$3.19M 0.01%
166,941
+14,940
+10% +$285K
XYZ
164
Block, Inc.
XYZ
$46.2B
$3.1M 0.01%
19,162
+6,485
+51% +$1.05M
IBN icon
165
ICICI Bank
IBN
$113B
$2.27M 0.01%
114,707
+57,898
+102% +$1.15M
BBIO icon
166
BridgeBio Pharma
BBIO
$9.91B
$2.11M ﹤0.01%
126,270
+60,766
+93% +$1.01M
SONY icon
167
Sony
SONY
$162B
$2.11M ﹤0.01%
16,653
+1,650
+11% +$209K
SLP icon
168
Simulations Plus
SLP
$289M
$1.9M ﹤0.01%
40,078
– –
RELX icon
169
RELX
RELX
$83.7B
$1.71M ﹤0.01%
52,530
+16,234
+45% +$529K
BRO icon
170
Brown & Brown
BRO
$31.4B
$1.58M ﹤0.01%
22,524
+167
+0.7% +$11.7K
CAE icon
171
CAE Inc
CAE
$8.55B
$1.47M ﹤0.01%
58,321
+17,833
+44% +$450K
BN icon
172
Brookfield
BN
$97.7B
$1.39M ﹤0.01%
22,970
+2,385
+12% +$144K
TT icon
173
Trane Technologies
TT
$90.9B
$1.35M ﹤0.01%
6,672
+735
+12% +$148K
JLL icon
174
Jones Lang LaSalle
JLL
$14.2B
$1.28M ﹤0.01%
4,765
-2,771
-37% -$746K
CDK
175
DELISTED
CDK Global, Inc.
CDK
$1.26M ﹤0.01%
30,112
+260
+0.9% +$10.9K
5 6
7
8 9