WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+9.35%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$31.3B
AUM Growth
+$31.3B
(+4.4%)
Cap. Flow
-$1.12B
Cap. Flow
% of AUM
-3.59%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
105
Closed
13
Top Buys
| 1 |
Linde
LIN
|
$1.2B |
| 2 |
Arch Capital
ACGL
|
$867M |
| 3 |
ICICI Bank
IBN
|
$270M |
| 4 |
Booz Allen Hamilton
BAH
|
$133M |
| 5 |
AstraZeneca
AZN
|
$33.1M |
Top Sells
| 1 |
lululemon athletica
LULU
|
$926M |
| 2 |
Accenture
ACN
|
$502M |
| 3 |
Alcon
ALC
|
$276M |
| 4 |
Union Pacific
UNP
|
$260M |
| 5 |
Repligen
RGEN
|
$249M |
Sector Composition
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
GoDaddy
GDDY
$19.9B
| $5.86M | 0.02% |
75,448
+500
| +0.7% | +$38.9K |
|
|
GTM
152
ZoomInfo Technologies
GTM
$3.31B
| $5.72M | 0.02% |
231,669
+6,942
| +3% | +$172K |
|
153
Brown & Brown
BRO
$31.4B
| $5.57M | 0.02% |
97,073
+655
| +0.7% | +$37.6K |
|
154
Axsome Therapeutics
AXSM
$6.09B
| $5.46M | 0.02% |
88,545
-194
| -0.2% | -$12K |
|
155
iShares MSCI EAFE ETF
EFA
$65.4B
| $5.07M | 0.02% |
70,874
-2,814,028
| -98% | -$201M |
|
|
NSTG
156
DELISTED
NanoString Technologies, Inc.
NSTG
| $4.74M | 0.02% |
479,041
+2,256
| +0.5% | +$22.3K |
|
157
Watsco
WSO
$16B
| $4.71M | 0.02% |
14,796
+141
| +1% | +$44.9K |
|
158
Insmed
INSM
$30.3B
| $4.42M | 0.01% |
259,524
-187
| -0.1% | -$3.19K |
|
159
Rocket Pharmaceuticals
RCKT
$358M
| $4.35M | 0.01% |
253,811
+2,113
| +0.8% | +$36.2K |
|
160
Graco
GGG
$14B
| $4.35M | 0.01% |
59,528
+1,586
| +3% | +$116K |
|
161
Yeti Holdings
YETI
$2.84B
| $4.29M | 0.01% |
107,302
+755
| +0.7% | +$30.2K |
|
162
PTC
PTC
$25.4B
| $4.15M | 0.01% |
32,372
+243
| +0.8% | +$31.2K |
|
163
Lincoln Electric
LECO
$13.3B
| $3.97M | 0.01% |
23,479
-6,280
| -21% | -$1.06M |
|
164
MKS Inc. Common Stock
MKSI
$6.73B
| $3.95M | 0.01% |
44,545
+274
| +0.6% | +$24.3K |
|
165
Ultragenyx Pharmaceutical
RARE
$3.04B
| $3.92M | 0.01% |
97,817
+1,047
| +1% | +$42K |
|
166
Natera
NTRA
$23B
| $3.65M | 0.01% |
65,722
-63,423
| -49% | -$3.52M |
|
167
Arrowhead Research
ARWR
$3.84B
| $3.59M | 0.01% |
141,409
-5,693
| -4% | -$145K |
|
168
Keros Therapeutics
KROS
$640M
| $3.59M | 0.01% |
84,026
+885
| +1% | +$37.8K |
|
169
Masco
MAS
$15.1B
| $3.53M | 0.01% |
71,014
+483
| +0.7% | +$24K |
|
170
SiteOne Landscape Supply
SITE
$6.37B
| $3.48M | 0.01% |
25,428
+146
| +0.6% | +$20K |
|
171
Jones Lang LaSalle
JLL
$14.2B
| $3.4M | 0.01% |
23,341
+118
| +0.5% | +$17.2K |
|
172
EOG Resources
EOG
$65.8B
| $2.67M | 0.01% |
+23,530
| New | +$2.67M |
|
173
CarMax
KMX
$9.04B
| $2.66M | 0.01% |
41,391
+345
| +0.8% | +$22.2K |
|
174
Ashland
ASH
$2.48B
| $2.66M | 0.01% |
25,895
+220
| +0.9% | +$22.6K |
|
175
Mastercard
MA
$536B
| $2.59M | 0.01% |
7,139
+106
| +2% | +$38.5K |
|