WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
-11.9%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$35.8B
AUM Growth
-$8.59B
Cap. Flow
-$1.56B
Cap. Flow %
-4.34%
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18

Top Buys

1
AON icon
Aon
AON
$413M
2
MSFT icon
Microsoft
MSFT
$403M
3
BILL icon
BILL Holdings
BILL
$306M
4
FERG icon
Ferguson
FERG
$232M
5
CP icon
Canadian Pacific Kansas City
CP
$156M

Top Sells

1
TSM icon
TSMC
TSM
$1.51B
2
LULU icon
lululemon athletica
LULU
$358M
3
SYK icon
Stryker
SYK
$339M
4
SHOP icon
Shopify
SHOP
$165M
5
NU icon
Nu Holdings
NU
$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BEAM icon
151
Beam Therapeutics
BEAM
$1.88B
$4.48M 0.01%
78,157
+7,578
+11% +$434K
FATE icon
152
Fate Therapeutics
FATE
$112M
$4.4M 0.01%
113,380
+12,452
+12% +$483K
AMZN icon
153
Amazon
AMZN
$2.51T
$3.51M 0.01%
21,480
+40
+0.2% +$6.53K
BBIO icon
154
BridgeBio Pharma
BBIO
$9.91B
$3.48M 0.01%
342,857
+216,587
+172% +$2.2M
RCKT icon
155
Rocket Pharmaceuticals
RCKT
$349M
$3.29M 0.01%
207,174
+14,245
+7% +$226K
XYZ
156
Block, Inc.
XYZ
$46.2B
$3.27M 0.01%
24,141
+4,979
+26% +$675K
IOVA icon
157
Iovance Biotherapeutics
IOVA
$796M
$3.08M 0.01%
184,731
+17,790
+11% +$296K
EWBC icon
158
East-West Bancorp
EWBC
$15B
$2.89M 0.01%
+36,517
New +$2.89M
BN icon
159
Brookfield
BN
$99.6B
$2.86M 0.01%
62,506
+34,092
+120% +$1.56M
IBN icon
160
ICICI Bank
IBN
$114B
$2.61M 0.01%
138,028
+23,321
+20% +$442K
MRTX
161
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$2.52M 0.01%
30,639
+4,184
+16% +$344K
CUBE icon
162
CubeSmart
CUBE
$9.34B
$2.43M 0.01%
+46,617
New +$2.43M
NFLX icon
163
Netflix
NFLX
$534B
$2.25M 0.01%
6,000
– –
CIAN
164
DELISTED
Cian PLC American Depositary Shares, each representing one Ordinary Share
CIAN
$2.13M 0.01%
1,898,407
+16,980
+0.9% +$19K
SONY icon
165
Sony
SONY
$166B
$2.05M 0.01%
99,790
+16,525
+20% +$339K
SLP icon
166
Simulations Plus
SLP
$284M
$2.04M 0.01%
40,078
– –
IBTX
167
DELISTED
Independent Bank Group, Inc.
IBTX
$2.01M 0.01%
+28,190
New +$2.01M
RELX icon
168
RELX
RELX
$85.5B
$1.97M 0.01%
63,191
+10,661
+20% +$332K
CAE icon
169
CAE Inc
CAE
$8.54B
$1.85M 0.01%
71,107
+12,786
+22% +$333K
INDA icon
170
iShares MSCI India ETF
INDA
$9.28B
$1.7M ﹤0.01%
+38,137
New +$1.7M
HHR
171
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$1.67M ﹤0.01%
335,994
-57,379
-15% -$285K
CB icon
172
Chubb
CB
$112B
$1.5M ﹤0.01%
7,002
+1,358
+24% +$291K
BRO icon
173
Brown & Brown
BRO
$31.5B
$1.35M ﹤0.01%
18,663
-3,861
-17% -$279K
TT icon
174
Trane Technologies
TT
$91.9B
$1.24M ﹤0.01%
8,092
+1,420
+21% +$217K
GDDY icon
175
GoDaddy
GDDY
$20.1B
$1.2M ﹤0.01%
14,321
– –
5 6
7
8 9