WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
This Quarter Return
+12.64%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.2B
AUM Growth
+$36.2B
Cap. Flow
-$1.66B
Cap. Flow %
-4.6%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

1
MELI icon
Mercado Libre
MELI
$787M
2
ISRG icon
Intuitive Surgical
ISRG
$576M
3
GE icon
GE Aerospace
GE
$520M
4
CNQ icon
Canadian Natural Resources
CNQ
$142M
5
UBS icon
UBS Group
UBS
$141M

Top Sells

1
MTD icon
Mettler-Toledo International
MTD
$1.13B
2
SYK icon
Stryker
SYK
$532M
3
NVO icon
Novo Nordisk
NVO
$239M
4
CP icon
Canadian Pacific Kansas City
CP
$237M
5
ICLR icon
Icon
ICLR
$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BRO icon
151
Brown & Brown
BRO
$31.4B
$7.66M 0.02%
107,979
+12,748
+13% +$904K
CINT icon
152
CI&T Inc
CINT
$721M
$7.03M 0.02%
1,326,624
-31,478
-2% -$167K
JLL icon
153
Jones Lang LaSalle
JLL
$14.2B
$6.97M 0.02%
36,692
+4,339
+13% +$824K
IT icon
154
Gartner
IT
$18.8B
$6.76M 0.02%
14,948
+1,186
+9% +$536K
WSO icon
155
Watsco
WSO
$16B
$6.42M 0.02%
14,956
+1,772
+13% +$760K
KROS icon
156
Keros Therapeutics
KROS
$640M
$6.35M 0.02%
154,664
+57,122
+59% +$2.34M
PTC icon
157
PTC
PTC
$25.4B
$6.34M 0.02%
36,021
+4,231
+13% +$744K
YETI icon
158
Yeti Holdings
YETI
$2.84B
$6.24M 0.02%
119,000
+13,701
+13% +$719K
ACWI icon
159
iShares MSCI ACWI ETF
ACWI
$22B
$5.88M 0.02%
+57,680
New +$5.88M
RARE icon
160
Ultragenyx Pharmaceutical
RARE
$3.04B
$5.84M 0.02%
120,985
+13,220
+12% +$638K
GGG icon
161
Graco
GGG
$14B
$5.71M 0.02%
65,776
+7,364
+13% +$640K
SITE icon
162
SiteOne Landscape Supply
SITE
$6.37B
$5.48M 0.02%
33,429
+8,379
+33% +$1.37M
ARWR icon
163
Arrowhead Research
ARWR
$3.84B
$5.36M 0.01%
172,865
+20,635
+14% +$640K
MAS icon
164
Masco
MAS
$15.1B
$5.3M 0.01%
78,847
+9,189
+13% +$617K
RCM
165
DELISTED
R1 RCM Inc. Common Stock
RCM
$5.23M 0.01%
487,703
+57,760
+13% +$620K
MKSI icon
166
MKS Inc. Common Stock
MKSI
$6.73B
$5.21M 0.01%
49,593
+5,829
+13% +$612K
MNST icon
167
Monster Beverage
MNST
$62B
$5.2M 0.01%
90,554
+7,187
+9% +$413K
CYRX icon
168
CryoPort
CYRX
$426M
$5.18M 0.01%
324,091
+24,107
+8% +$385K
RYAAY icon
169
Ryanair
RYAAY
$32.9B
$4.61M 0.01%
34,190
-7,157
-17% -$965K
IMVT icon
170
Immunovant
IMVT
$2.91B
$4.55M 0.01%
+107,401
New +$4.55M
ZBRA icon
171
Zebra Technologies
ZBRA
$15.5B
$4.55M 0.01%
16,516
+1,948
+13% +$536K
POOL icon
172
Pool Corp
POOL
$11.4B
$4.33M 0.01%
+10,757
New +$4.33M
EOG icon
173
EOG Resources
EOG
$65.8B
$3.69M 0.01%
30,434
+2,346
+8% +$285K
EWBC icon
174
East-West Bancorp
EWBC
$14.7B
$3.66M 0.01%
50,243
+5,969
+13% +$435K
KMX icon
175
CarMax
KMX
$9.04B
$3.57M 0.01%
45,886
+5,261
+13% +$410K
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7
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