WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
-11.9%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.56B
Cap. Flow
% of AUM
-4.34%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| 1 |
Aon
AON
|
$413M |
| 2 |
Microsoft
MSFT
|
$403M |
| 3 |
BILL Holdings
BILL
|
$306M |
| 4 |
Ferguson
FERG
|
$232M |
| 5 |
Canadian Pacific Kansas City
CP
|
$156M |
Top Sells
| 1 |
TSMC
TSM
|
$1.51B |
| 2 |
lululemon athletica
LULU
|
$358M |
| 3 |
Stryker
SYK
|
$339M |
| 4 |
Shopify
SHOP
|
$165M |
| 5 |
Nu Holdings
NU
|
$114M |
Sector Composition
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Illumina
ILMN
$15.6B
| $1.15M | ﹤0.01% |
3,392
| – | – |
|
177
Jones Lang LaSalle
JLL
$14.6B
| $1.14M | ﹤0.01% |
4,765
| – | – |
|
178
CGI
GIB
$21.5B
| $1.06M | ﹤0.01% |
13,281
+2,220
| +20% | +$177K |
|
179
Booz Allen Hamilton
BAH
$12.7B
| $958K | ﹤0.01% |
10,904
| – | – |
|
180
TE Connectivity
TEL
$61.4B
| $891K | ﹤0.01% |
6,805
+1,045
| +18% | +$137K |
|
181
Carlisle Companies
CSL
$17B
| $884K | ﹤0.01% |
3,593
-1,086
| -23% | -$267K |
|
182
Baidu
BIDU
$34.4B
| $882K | ﹤0.01% |
6,670
-682
| -9% | -$90.2K |
|
183
Watsco
WSO
$16.4B
| $853K | ﹤0.01% |
2,801
| – | – |
|
184
Nice
NICE
$8.64B
| $842K | ﹤0.01% |
3,843
+560
| +17% | +$123K |
|
185
Workday
WDAY
$62.3B
| $838K | ﹤0.01% |
3,500
| – | – |
|
186
Open Text
OTEX
$8.49B
| $830K | ﹤0.01% |
19,565
+3,115
| +19% | +$132K |
|
187
Lincoln Electric
LECO
$13.4B
| $807K | ﹤0.01% |
5,859
| – | – |
|
188
CarMax
KMX
$9.17B
| $775K | ﹤0.01% |
8,030
+417
| +5% | +$40.2K |
|
189
PTC
PTC
$25.5B
| $768K | ﹤0.01% |
7,134
+2,305
| +48% | +$248K |
|
190
FMC
FMC
$4.64B
| $528K | ﹤0.01% |
4,016
| – | – |
|
191
Mastercard
MA
$530B
| $477K | ﹤0.01% |
1,334
+313
| +31% | +$112K |
|
192
Ryanair
RYAAY
$32.2B
| $433K | ﹤0.01% |
12,430
+3,675
| +42% | +$128K |
|
193
Descartes Systems
DSGX
$9.29B
| $390K | ﹤0.01% |
5,321
+110
| +2% | +$8.06K |
|
194
IDEX
IEX
$12.4B
| $389K | ﹤0.01% |
2,029
| – | – |
|
195
Alibaba
BABA
$318B
| $359K | ﹤0.01% |
3,303
-540,389
| -99% | -$58.7M |
|
196
AstraZeneca
AZN
$253B
| $352K | ﹤0.01% |
5,304
+449
| +9% | +$29.8K |
|
197
Chevron
CVX
$312B
| $303K | ﹤0.01% |
+1,860
| New | +$303K |
|
198
Credicorp
BAP
$20.1B
| $289K | ﹤0.01% |
+1,682
| New | +$289K |
|
|
CDK
199
DELISTED
CDK Global, Inc.
CDK
| $242K | ﹤0.01% |
4,968
-25,144
| -84% | -$1.22M |
|
200
Unilever
UL
$158B
| $212K | ﹤0.01% |
+4,651
| New | +$212K |
|