WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+14.7%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.1B
AUM Growth
+$42.1B
(+16%)
Cap. Flow
+$2.46B
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
120
Reduced
106
Closed
18
Top Buys
| 1 |
Nu Holdings
NU
|
$1.1B |
| 2 |
Coupang
CPNG
|
$765M |
| 3 |
monday.com
MNDY
|
$729M |
| 4 |
Applovin
APP
|
$497M |
| 5 |
Illumina
ILMN
|
$444M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$408M |
| 2 |
HEICO Class A
HEI.A
|
$207M |
| 3 |
Lam Research
LRCX
|
$112M |
| 4 |
Datadog
DDOG
|
$105M |
| 5 |
Visa
V
|
$93.3M |
Sector Composition
| 1 | Technology | 26.95% |
| 2 | Industrials | 18.5% |
| 3 | Financials | 18.34% |
| 4 | Healthcare | 17.66% |
| 5 | Consumer Discretionary | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
AtriCure
ATRC
$1.73B
| $6.78M | 0.02% |
222,843
+1,427
| +0.6% | +$43.4K |
|
152
Arrowhead Research
ARWR
$3.84B
| $6.45M | 0.02% |
225,583
+52,718
| +30% | +$1.51M |
|
153
Stevanato
STVN
$6.36B
| $5.84M | 0.01% |
+182,000
| New | +$5.84M |
|
154
CI&T Inc
CINT
$721M
| $5.72M | 0.01% |
1,385,113
+58,489
| +4% | +$242K |
|
155
GoDaddy
GDDY
$19.9B
| $5.61M | 0.01% |
47,233
-36,777
| -44% | -$4.36M |
|
156
Immunovant
IMVT
$2.91B
| $5.48M | 0.01% |
169,665
+62,264
| +58% | +$2.01M |
|
157
BridgeBio Pharma
BBIO
$9.91B
| $5.38M | 0.01% |
173,926
-117,717
| -40% | -$3.64M |
|
158
Brown & Brown
BRO
$31.4B
| $5.31M | 0.01% |
60,657
-47,322
| -44% | -$4.14M |
|
159
Emcor
EME
$28.1B
| $5.23M | 0.01% |
14,941
-101,041
| -87% | -$35.4M |
|
160
Acadia Pharmaceuticals
ACAD
$4.34B
| $5.21M | 0.01% |
+282,035
| New | +$5.21M |
|
161
Ryanair
RYAAY
$32.9B
| $4.2M | 0.01% |
72,115
-13,360
| -16% | -$778K |
|
162
Jones Lang LaSalle
JLL
$14.2B
| $4.01M | 0.01% |
20,570
-16,122
| -44% | -$3.15M |
|
163
East-West Bancorp
EWBC
$14.7B
| $3.97M | 0.01% |
50,243
| – | – |
|
164
PTC
PTC
$25.4B
| $3.82M | 0.01% |
20,221
-15,800
| -44% | -$2.99M |
|
165
MKS Inc. Common Stock
MKSI
$6.73B
| $3.71M | 0.01% |
27,867
-21,726
| -44% | -$2.89M |
|
166
Netflix
NFLX
$521B
| $3.64M | 0.01% |
6,000
| – | – |
|
167
Watsco
WSO
$16B
| $3.62M | 0.01% |
8,390
-6,566
| -44% | -$2.84M |
|
168
Masco
MAS
$15.1B
| $3.53M | 0.01% |
44,739
-34,108
| -43% | -$2.69M |
|
169
Mastercard
MA
$536B
| $3.48M | 0.01% |
7,216
-516
| -7% | -$248K |
|
170
Graco
GGG
$14B
| $3.46M | 0.01% |
37,053
-28,723
| -44% | -$2.68M |
|
171
CarMax
KMX
$9.04B
| $3.4M | 0.01% |
39,055
-6,831
| -15% | -$595K |
|
172
SiteOne Landscape Supply
SITE
$6.37B
| $3.36M | 0.01% |
19,247
-14,182
| -42% | -$2.48M |
|
173
EastGroup Properties
EGP
$8.86B
| $3.33M | 0.01% |
18,531
| – | – |
|
174
CubeSmart
CUBE
$9.31B
| $3.26M | 0.01% |
72,182
| – | – |
|
175
Mettler-Toledo International
MTD
$26.1B
| $3.18M | 0.01% |
2,391
+14
| +0.6% | +$18.6K |
|