WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+7.09%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$30B
AUM Growth
+$2.11B
(+7.6%)
Cap. Flow
+$822M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14
Top Buys
| 1 |
ICICI Bank
IBN
|
$1.27B |
| 2 |
Atlassian
TEAM
|
$466M |
| 3 |
Booz Allen Hamilton
BAH
|
$282M |
| 4 |
Corteva
CTVA
|
$264M |
| 5 |
Thomson Reuters
TRI
|
$203M |
Top Sells
| 1 |
ASML
ASML
|
$534M |
| 2 |
lululemon athletica
LULU
|
$502M |
| 3 |
ResMed
RMD
|
$413M |
| 4 |
Graco
GGG
|
$397M |
| 5 |
West Pharmaceutical
WST
|
$311M |
Sector Composition
| 1 | Healthcare | 27.62% |
| 2 | Technology | 26.75% |
| 3 | Industrials | 18.3% |
| 4 | Financials | 16.46% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
SiteOne Landscape Supply
SITE
$6.58B
| $2.97M | 0.01% |
+25,282
| New | +$2.97M |
|
177
TSMC
TSM
$1.22T
| $2.93M | 0.01% |
39,352
+12,878
| +49% | +$959K |
|
178
BridgeBio Pharma
BBIO
$9.91B
| $2.8M | 0.01% |
367,791
-4,641
| -1% | -$35.4K |
|
179
Ashland
ASH
$2.48B
| $2.76M | 0.01% |
+25,675
| New | +$2.76M |
|
180
HDFC Bank
HDB
$181B
| $2.68M | 0.01% |
39,211
-91,560
| -70% | -$6.26M |
|
181
CarMax
KMX
$9.15B
| $2.5M | 0.01% |
41,046
+32,261
| +367% | +$1.96M |
|
182
Mastercard
MA
$538B
| $2.45M | 0.01% |
7,033
+5,930
| +538% | +$2.06M |
|
183
East-West Bancorp
EWBC
$15B
| $2.35M | 0.01% |
35,640
-877
| -2% | -$57.8K |
|
184
Baker Hughes
BKR
$45.7B
| $2.31M | 0.01% |
+78,257
| New | +$2.31M |
|
185
CubeSmart
CUBE
$9.34B
| $2.07M | 0.01% |
51,523
-42
| -0.1% | -$1.69K |
|
186
Chubb
CB
$112B
| $1.95M | 0.01% |
8,830
-463
| -5% | -$102K |
|
187
Sony
SONY
$166B
| $1.88M | 0.01% |
123,360
-7,625
| -6% | -$116K |
|
188
Fate Therapeutics
FATE
$112M
| $1.87M | 0.01% |
185,273
-2,366
| -1% | -$23.9K |
|
189
Credicorp
BAP
$20.6B
| $1.85M | 0.01% |
13,603
+11,398
| +517% | +$1.55M |
|
190
Netflix
NFLX
$534B
| $1.77M | 0.01% |
6,000
| – | – |
|
191
Schlumberger
SLB
$53.7B
| $1.7M | 0.01% |
31,875
-1,543
| -5% | -$82.5K |
|
192
RELX
RELX
$85.5B
| $1.69M | 0.01% |
60,843
-3,519
| -5% | -$97.5K |
|
193
Trane Technologies
TT
$91.9B
| $1.68M | 0.01% |
9,970
-550
| -5% | -$92.4K |
|
194
Simulations Plus
SLP
$284M
| $1.47M | ﹤0.01% |
40,078
| – | – |
|
195
CGI
GIB
$21.2B
| $1.44M | ﹤0.01% |
16,672
-955
| -5% | -$82.3K |
|
196
Canadian Natural Resources
CNQ
$65.2B
| $1.28M | ﹤0.01% |
46,280
-1,774
| -4% | -$49.3K |
|
197
Brookfield
BN
$99.6B
| $1.06M | ﹤0.01% |
33,586
-29,616
| -47% | -$932K |
|
198
American Tower
AMT
$91.4B
| $1M | ﹤0.01% |
+4,640
| New | +$1M |
|
199
TE Connectivity
TEL
$61.6B
| $1M | ﹤0.01% |
8,716
-487
| -5% | -$55.9K |
|
200
Nice
NICE
$8.56B
| $954K | ﹤0.01% |
4,959
-215
| -4% | -$41.3K |
|