WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+5.99%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.3B
AUM Growth
+$43.3B
(+9.9%)
Cap. Flow
+$2.91B
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10
Top Buys
| 1 |
Atlassian
TEAM
|
$1.5B |
| 2 |
Icon
ICLR
|
$802M |
| 3 |
Repligen
RGEN
|
$361M |
| 4 |
Floor & Decor
FND
|
$355M |
| 5 |
Lam Research
LRCX
|
$297M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$897M |
| 2 |
Synopsys
SNPS
|
$294M |
| 3 |
Mercado Libre
MELI
|
$132M |
| 4 |
West Pharmaceutical
WST
|
$101M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$65.5M |
Sector Composition
| 1 | Technology | 37.18% |
| 2 | Healthcare | 25.21% |
| 3 | Consumer Discretionary | 15.3% |
| 4 | Industrials | 8.74% |
| 5 | Financials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
RELX
RELX
$83.7B
| $1.05M | ﹤0.01% |
36,296
+15,587
| +75% | +$450K |
|
177
Trane Technologies
TT
$90.9B
| $1.03M | ﹤0.01% |
5,937
+220
| +4% | +$38K |
|
178
Baidu
BIDU
$33.1B
| $1.02M | ﹤0.01% |
6,628
+2,875
| +77% | +$442K |
|
179
CarMax
KMX
$9.04B
| $967K | ﹤0.01% |
7,556
+51
| +0.7% | +$6.53K |
|
180
Vail Resorts
MTN
$5.91B
| $948K | ﹤0.01% |
2,837
+115
| +4% | +$38.4K |
|
181
Carlisle Companies
CSL
$16B
| $923K | ﹤0.01% |
4,643
+32
| +0.7% | +$6.36K |
|
182
Chubb
CB
$111B
| $881K | ﹤0.01% |
5,079
+200
| +4% | +$34.7K |
|
183
Medtronic
MDT
$118B
| $880K | ﹤0.01% |
7,023
+255
| +4% | +$32K |
|
184
Workday
WDAY
$62.3B
| $875K | ﹤0.01% |
3,500
| – | – |
|
185
Booz Allen Hamilton
BAH
$13.2B
| $858K | ﹤0.01% |
10,818
+756
| +8% | +$60K |
|
186
Nice
NICE
$8.48B
| $847K | ﹤0.01% |
2,983
-51
| -2% | -$14.5K |
|
187
CGI
GIB
$21.5B
| $840K | ﹤0.01% |
9,911
+300
| +3% | +$25.4K |
|
188
Lincoln Electric
LECO
$13.3B
| $748K | ﹤0.01% |
5,806
+49
| +0.9% | +$6.31K |
|
189
Watsco
WSO
$16B
| $736K | ﹤0.01% |
2,780
+20
| +0.7% | +$5.3K |
|
190
Open Text
OTEX
$8.37B
| $721K | ﹤0.01% |
14,785
+560
| +4% | +$27.3K |
|
191
GoDaddy
GDDY
$19.9B
| $719K | ﹤0.01% |
10,317
+105
| +1% | +$7.32K |
|
192
TE Connectivity
TEL
$60.9B
| $709K | ﹤0.01% |
5,165
+190
| +4% | +$26.1K |
|
193
Philips
PHG
$25.8B
| $698K | ﹤0.01% |
15,705
+386
| +3% | +$17.1K |
|
194
PTC
PTC
$25.4B
| $574K | ﹤0.01% |
4,793
+32
| +0.7% | +$3.83K |
|
195
Grupo Aeroportuario Centro Norte
OMAB
$4.92B
| $561K | ﹤0.01% |
11,968
+360
| +3% | +$16.9K |
|
196
Markel Group
MKL
$24.7B
| $520K | ﹤0.01% |
435
+4
| +0.9% | +$4.78K |
|
197
IDEX
IEX
$12.1B
| $417K | ﹤0.01% |
2,014
+15
| +0.8% | +$3.11K |
|
198
Descartes Systems
DSGX
$8.54B
| $377K | ﹤0.01% |
4,636
+1,614
| +53% | +$131K |
|
199
Kanzhun
BZ
$11.1B
| $369K | ﹤0.01% |
+10,263
| New | +$369K |
|
200
FMC
FMC
$4.63B
| $365K | ﹤0.01% |
3,987
+26
| +0.7% | +$2.38K |
|