WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+14.7%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.1B
AUM Growth
+$5.91B
(+16%)
Cap. Flow
+$2.24B
Cap. Flow
% of AUM
5.32%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18
Top Buys
| 1 |
Nu Holdings
NU
|
$1.1B |
| 2 |
Coupang
CPNG
|
$765M |
| 3 |
monday.com
MNDY
|
$729M |
| 4 |
Applovin
APP
|
$497M |
| 5 |
Illumina
ILMN
|
$444M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$408M |
| 2 |
HEICO Class A
HEI.A
|
$207M |
| 3 |
Lam Research
LRCX
|
$112M |
| 4 |
Datadog
DDOG
|
$105M |
| 5 |
Visa
V
|
$93.3M |
Sector Composition
| 1 | Technology | 26.95% |
| 2 | Industrials | 18.5% |
| 3 | Financials | 18.34% |
| 4 | Healthcare | 17.66% |
| 5 | Consumer Discretionary | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Cytokinetics
CYTK
$6.17B
| $3.08M | 0.01% |
+43,866
| New | +$3.08M |
|
177
Zebra Technologies
ZBRA
$15.8B
| $2.86M | 0.01% |
9,475
-7,041
| -43% | -$2.12M |
|
178
HDFC Bank
HDB
$180B
| $2.85M | 0.01% |
50,969
-87
| -0.2% | -$4.87K |
|
179
iShares ESG Aware MSCI EM ETF
ESGE
$5.14B
| $2.81M | 0.01% |
87,224
+40,549
| +87% | +$1.31M |
|
180
Baker Hughes
BKR
$45B
| $2.73M | 0.01% |
81,382
-192
| -0.2% | -$6.43K |
|
181
International Flavors & Fragrances
IFF
$17B
| $2.68M | 0.01% |
31,128
-7
| -0% | -$602 |
|
182
Yeti Holdings
YETI
$2.96B
| $2.59M | 0.01% |
67,223
-51,777
| -44% | -$2M |
|
183
lululemon athletica
LULU
$20.7B
| $2.53M | 0.01% |
6,475
+109
| +2% | +$42.6K |
|
184
Pool Corp
POOL
$12.1B
| $2.52M | 0.01% |
6,247
-4,510
| -42% | -$1.82M |
|
185
Exxon Mobil
XOM
$472B
| $2.45M | 0.01% |
21,089
+249
| +1% | +$28.9K |
|
186
TSMC
TSM
$1.24T
| $2.35M | 0.01% |
17,283
+6,619
| +62% | +$901K |
|
187
Alcon
ALC
$39.7B
| $1.88M | ﹤0.01% |
22,580
+44
| +0.2% | +$3.67K |
|
188
Axon Enterprise
AXON
$56B
| $1.84M | ﹤0.01% |
5,894
+115
| +2% | +$36K |
|
|
RCM
189
DELISTED
R1 RCM Inc. Common Stock
RCM
| $1.8M | ﹤0.01% |
139,687
-348,016
| -71% | -$4.48M |
|
190
Simulations Plus
SLP
$284M
| $1.65M | ﹤0.01% |
40,000
| – | – |
|
191
Charles River Laboratories
CRL
$8.07B
| $1.61M | ﹤0.01% |
5,934
+87
| +1% | +$23.6K |
|
192
Trane Technologies
TT
$91.3B
| $1.51M | ﹤0.01% |
5,041
-268
| -5% | -$80.5K |
|
193
Sony
SONY
$164B
| $1.42M | ﹤0.01% |
83,070
-5,300
| -6% | -$90.9K |
|
194
CGI
GIB
$21.5B
| $1.36M | ﹤0.01% |
12,343
-845
| -6% | -$93.4K |
|
195
TFI International
TFII
$8.07B
| $1.27M | ﹤0.01% |
7,976
-678
| -8% | -$108K |
|
196
Tyler Technologies
TYL
$24B
| $1.21M | ﹤0.01% |
2,836
+63
| +2% | +$26.8K |
|
197
Schlumberger
SLB
$53.5B
| $1.15M | ﹤0.01% |
21,067
-1,290
| -6% | -$70.7K |
|
198
Take-Two Interactive
TTWO
$44.2B
| $1.15M | ﹤0.01% |
7,751
+150
| +2% | +$22.3K |
|
199
Nordson
NDSN
$12.8B
| $1.1M | ﹤0.01% |
4,008
+88
| +2% | +$24.2K |
|
200
RELX
RELX
$86B
| $1.1M | ﹤0.01% |
25,395
-1,713
| -6% | -$74.2K |
|