WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+9.07%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.1B
AUM Growth
+$1.82B
(+4.3%)
Cap. Flow
-$742M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11
Top Buys
| 1 |
Sea Limited
SE
|
$520M |
| 2 |
Reinsurance Group of America
RGA
|
$487M |
| 3 |
Freshpet
FRPT
|
$332M |
| 4 |
GE Vernova
GEV
|
$290M |
| 5 |
Spotify
SPOT
|
$224M |
Top Sells
| 1 |
Canadian Pacific Kansas City
CP
|
$523M |
| 2 |
Atlassian
TEAM
|
$485M |
| 3 |
Mercado Libre
MELI
|
$447M |
| 4 |
Old Dominion Freight Line
ODFL
|
$351M |
| 5 |
Waste Connections
WCN
|
$292M |
Sector Composition
| 1 | Technology | 21.34% |
| 2 | Financials | 19.59% |
| 3 | Healthcare | 15.66% |
| 4 | Consumer Discretionary | 15.35% |
| 5 | Industrials | 14.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
America's Car Mart
CRMT
$302M
| $10.1M | 0.02% |
232,835
+9,326
| +4% | +$405K |
|
152
CI&T Inc
CINT
$692M
| $9.85M | 0.02% |
1,402,629
-12,190
| -0.9% | -$85.6K |
|
153
Quaker Houghton
KWR
$2.45B
| $9.29M | 0.02% |
+54,149
| New | +$9.29M |
|
154
DocGo
DCGO
$148M
| $8.88M | 0.02% |
2,626,971
+15,933
| +0.6% | +$53.9K |
|
155
Transmedics
TMDX
$3.55B
| $8.72M | 0.02% |
+54,795
| New | +$8.72M |
|
156
Ultragenyx Pharmaceutical
RARE
$3.01B
| $7.91M | 0.02% |
145,349
-9,326
| -6% | -$508K |
|
157
Chefs' Warehouse
CHEF
$2.66B
| $7.68M | 0.02% |
+183,733
| New | +$7.68M |
|
158
GoDaddy
GDDY
$20.1B
| $7.39M | 0.02% |
47,388
+103
| +0.2% | +$16.1K |
|
159
Modine Manufacturing
MOD
$7.14B
| $7.39M | 0.02% |
56,077
-93,274
| -62% | -$12.3M |
|
160
BridgeBio Pharma
BBIO
$9.91B
| $6.58M | 0.01% |
263,679
+86,987
| +49% | +$2.17M |
|
161
Keros Therapeutics
KROS
$632M
| $6.43M | 0.01% |
113,860
-2,684
| -2% | -$152K |
|
162
Emcor
EME
$28.7B
| $6.39M | 0.01% |
14,971
+22
| +0.1% | +$9.4K |
|
163
Brown & Brown
BRO
$31.5B
| $6.25M | 0.01% |
60,891
+148
| +0.2% | +$15.2K |
|
164
AtriCure
ATRC
$1.77B
| $6.08M | 0.01% |
215,586
-8,417
| -4% | -$237K |
|
165
Jones Lang LaSalle
JLL
$14.6B
| $5.49M | 0.01% |
20,615
+22
| +0.1% | +$5.85K |
|
166
Rocket Pharmaceuticals
RCKT
$349M
| $5.27M | 0.01% |
285,665
-7,236
| -2% | -$134K |
|
167
WIX.com
WIX
$8.19B
| $5.03M | 0.01% |
+29,869
| New | +$5.03M |
|
168
Immunovant
IMVT
$2.81B
| $4.88M | 0.01% |
173,984
-1,558
| -0.9% | -$43.7K |
|
169
Acadia Pharmaceuticals
ACAD
$4.3B
| $4.5M | 0.01% |
286,527
-2,890
| -1% | -$45.3K |
|
170
Arrowhead Research
ARWR
$3.87B
| $4.33M | 0.01% |
219,962
-9,299
| -4% | -$183K |
|
171
Netflix
NFLX
$534B
| $4.24M | 0.01% |
6,000
| – | – |
|
172
East-West Bancorp
EWBC
$15B
| $4.1M | 0.01% |
50,243
| – | – |
|
173
Stevanato
STVN
$6.29B
| $3.88M | 0.01% |
182,000
| – | – |
|
174
CubeSmart
CUBE
$9.34B
| $3.84M | 0.01% |
72,182
| – | – |
|
175
Cytokinetics
CYTK
$5.95B
| $3.76M | 0.01% |
71,794
-5,019
| -7% | -$263K |
|