WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
-1.44%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$34.1B
AUM Growth
+$34.1B
(+1.7%)
Cap. Flow
+$1.72B
Cap. Flow
% of AUM
5.05%
Top 10 Holdings %
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
131
Reduced
63
Closed
18
Top Buys
| 1 |
Mercado Libre
MELI
|
$830M |
| 2 |
Canadian Pacific Kansas City
CP
|
$507M |
| 3 |
Icon
ICLR
|
$435M |
| 4 |
Arch Capital
ACGL
|
$176M |
| 5 |
Waste Connections
WCN
|
$156M |
Top Sells
| 1 |
ResMed
RMD
|
$769M |
| 2 |
BILL Holdings
BILL
|
$161M |
| 3 |
Aon
AON
|
$38.7M |
| 4 |
Novo Nordisk
NVO
|
$37M |
| 5 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
$27.5M |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 21.93% |
| 3 | Industrials | 18.84% |
| 4 | Financials | 18.67% |
| 5 | Consumer Discretionary | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Watsco
WSO
$16B
| $4.99M | 0.01% |
13,184
-1,314
| -9% | -$497K |
|
152
Gartner
IT
$18.8B
| $4.77M | 0.01% |
+13,762
| New | +$4.77M |
|
153
Jones Lang LaSalle
JLL
$14.2B
| $4.59M | 0.01% |
32,353
+9,405
| +41% | +$1.33M |
|
154
PTC
PTC
$25.4B
| $4.5M | 0.01% |
31,790
+10
| +0% | +$1.41K |
|
155
Monster Beverage
MNST
$62B
| $4.41M | 0.01% |
83,367
+10,142
| +14% | +$536K |
|
156
Graco
GGG
$14B
| $4.27M | 0.01% |
58,412
-29
| -0% | -$2.12K |
|
157
CryoPort
CYRX
$426M
| $4.11M | 0.01% |
299,984
+5,839
| +2% | +$80.1K |
|
158
SiteOne Landscape Supply
SITE
$6.37B
| $4.11M | 0.01% |
25,050
+7
| +0% | +$1.15K |
|
159
Arrowhead Research
ARWR
$3.84B
| $4.07M | 0.01% |
152,230
+603
| +0.4% | +$16.1K |
|
160
Ryanair
RYAAY
$32.9B
| $4M | 0.01% |
103,368
+75,878
| +276% | +$2.93M |
|
161
Ultragenyx Pharmaceutical
RARE
$3.04B
| $3.85M | 0.01% |
107,765
+2,460
| +2% | +$88K |
|
162
MKS Inc. Common Stock
MKSI
$6.73B
| $3.79M | 0.01% |
43,764
+11
| +0% | +$953 |
|
163
Masco
MAS
$15.1B
| $3.73M | 0.01% |
69,658
+25
| +0% | +$1.34K |
|
164
EOG Resources
EOG
$65.8B
| $3.57M | 0.01% |
28,088
+3,207
| +13% | +$408K |
|
165
Zebra Technologies
ZBRA
$15.5B
| $3.47M | 0.01% |
+14,568
| New | +$3.47M |
|
|
KRTX
166
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $3.3M | 0.01% |
19,540
+347
| +2% | +$58.7K |
|
167
Natera
NTRA
$23B
| $3.17M | 0.01% |
72,577
+1,607
| +2% | +$70.3K |
|
168
Mastercard
MA
$536B
| $3.15M | 0.01% |
7,957
-128
| -2% | -$50.6K |
|
169
Keros Therapeutics
KROS
$638M
| $3.11M | 0.01% |
97,542
+2,329
| +2% | +$74.2K |
|
170
Novanta
NOVT
$4.05B
| $3.03M | 0.01% |
21,094
-33,618
| -61% | -$4.82M |
|
171
CarMax
KMX
$9.04B
| $2.87M | 0.01% |
40,625
+19
| +0% | +$1.34K |
|
172
Baker Hughes
BKR
$44.4B
| $2.75M | 0.01% |
77,835
-12,917
| -14% | -$457K |
|
173
EastGroup Properties
EGP
$8.86B
| $2.69M | 0.01% |
16,243
+1,040
| +7% | +$172K |
|
174
HDFC Bank
HDB
$181B
| $2.68M | 0.01% |
45,389
+1,659
| +4% | +$97.9K |
|
175
CubeSmart
CUBE
$9.31B
| $2.42M | 0.01% |
63,652
+3,870
| +6% | +$147K |
|