WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+9.59%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.5B
AUM Growth
-$1.6B
(-3.6%)
Cap. Flow
-$3.02B
Cap. Flow
% of AUM
-7.1%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44
Top Buys
| 1 |
GoDaddy
GDDY
|
$669M |
| 2 |
Sea Limited
SE
|
$512M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$436M |
| 4 |
SAP
SAP
|
$290M |
| 5 |
Illumina
ILMN
|
$116M |
Top Sells
| 1 |
Applovin
APP
|
$1.31B |
| 2 |
Floor & Decor
FND
|
$537M |
| 3 |
Aon
AON
|
$515M |
| 4 |
EPAM Systems
EPAM
|
$447M |
| 5 |
Thermo Fisher Scientific
TMO
|
$439M |
Sector Composition
| 1 | Technology | 23.94% |
| 2 | Financials | 16.94% |
| 3 | Consumer Discretionary | 15.77% |
| 4 | Healthcare | 14.31% |
| 5 | Industrials | 12.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Insight Enterprises
NSIT
$4.02B
| $10.6M | 0.03% |
+70,861
| New | +$10.6M |
|
152
Surgery Partners
SGRY
$2.89B
| $10.5M | 0.02% |
512,057
-10,027
| -2% | -$206K |
|
153
Commault Systems
CVLT
$7.96B
| $10.3M | 0.02% |
+68,144
| New | +$10.3M |
|
154
Inspire Medical Systems
INSP
$2.56B
| $10.3M | 0.02% |
+55,735
| New | +$10.3M |
|
155
Insmed
INSM
$30.7B
| $9.97M | 0.02% |
144,740
-3,590
| -2% | -$247K |
|
156
Axsome Therapeutics
AXSM
$6.25B
| $9.5M | 0.02% |
111,996
-1,696
| -1% | -$144K |
|
157
CI&T Inc
CINT
$700M
| $8.75M | 0.02% |
1,448,203
+45,574
| +3% | +$275K |
|
|
HUYA
158
Huya Inc
HUYA
$796M
| $8.51M | 0.02% |
2,854,171
+2,790,696
| +4,397% | +$8.32M |
|
159
Argan
AGX
$2.92B
| $8.24M | 0.02% |
+59,320
| New | +$8.24M |
|
160
iShares MSCI ACWI ETF
ACWI
$22.1B
| $8.23M | 0.02% |
69,820
+69,225
| +11,634% | +$8.16M |
|
161
Green Brick Partners
GRBK
$3.2B
| $8.05M | 0.02% |
+143,546
| New | +$8.05M |
|
162
WIX.com
WIX
$8.52B
| $7.96M | 0.02% |
36,638
+6,769
| +23% | +$1.47M |
|
163
BridgeBio Pharma
BBIO
$10.2B
| $7.16M | 0.02% |
261,944
-1,735
| -0.7% | -$47.4K |
|
164
Revolution Medicines
RVMD
$7.57B
| $6.8M | 0.02% |
+157,477
| New | +$6.8M |
|
165
Cullen/Frost Bankers
CFR
$8.24B
| $6.65M | 0.02% |
49,356
+29,277
| +146% | +$3.94M |
|
166
Modine Manufacturing
MOD
$7.1B
| $6.32M | 0.01% |
53,692
-2,385
| -4% | -$281K |
|
167
JPMorgan Chase
JPM
$809B
| $6.24M | 0.01% |
26,074
+15,816
| +154% | +$3.79M |
|
168
Viking Holdings
VIK
$27.9B
| $6.22M | 0.01% |
+141,281
| New | +$6.22M |
|
169
IDEAYA Biosciences
IDYA
$2.38B
| $6.03M | 0.01% |
+241,894
| New | +$6.03M |
|
170
Vaxcyte
PCVX
$4.29B
| $5.91M | 0.01% |
72,094
-68,753
| -49% | -$5.64M |
|
171
Brown & Brown
BRO
$31.3B
| $5.82M | 0.01% |
57,040
-3,851
| -6% | -$393K |
|
172
AtriCure
ATRC
$1.76B
| $5.8M | 0.01% |
191,801
-23,785
| -11% | -$719K |
|
173
Entergy
ETR
$39.2B
| $5.77M | 0.01% |
76,228
+38,344
| +101% | +$2.9M |
|
174
Ultragenyx Pharmaceutical
RARE
$3.07B
| $5.73M | 0.01% |
135,609
-9,740
| -7% | -$412K |
|
175
Amgen
AMGN
$153B
| $5.33M | 0.01% |
20,544
+13,263
| +182% | +$3.44M |
|