WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$235M
(+0.56%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
CryoPort
CYRX
$443M
| $3.21M | 0.01% |
468,163
+8,671
| +2% | +$59.4K |
|
177
lululemon athletica
LULU
$24.7B
| $3.1M | 0.01% |
10,061
+3,586
| +55% | +$1.11M |
|
178
Watsco
WSO
$16.4B
| $3.04M | 0.01% |
6,593
-1,797
| -21% | -$830K |
|
179
Baker Hughes
BKR
$45.7B
| $3.04M | 0.01% |
88,422
+7,040
| +9% | +$242K |
|
180
Masco
MAS
$15.5B
| $2.98M | 0.01% |
44,808
+69
| +0.2% | +$4.58K |
|
181
Graco
GGG
$14.3B
| $2.94M | 0.01% |
37,101
+48
| +0.1% | +$3.8K |
|
182
Ryanair
RYAAY
$32B
| $2.93M | 0.01% |
62,795
-9,320
| -13% | -$435K |
|
183
Zebra Technologies
ZBRA
$15.8B
| $2.91M | 0.01% |
9,474
-1
| -0% | -$307 |
|
184
CarMax
KMX
$9.15B
| $2.87M | 0.01% |
39,108
+53
| +0.1% | +$3.89K |
|
185
Mastercard
MA
$538B
| $2.72M | 0.01% |
6,136
-1,080
| -15% | -$478K |
|
186
Yeti Holdings
YETI
$2.94B
| $2.65M | 0.01% |
67,366
+143
| +0.2% | +$5.62K |
|
187
Exxon Mobil
XOM
$479B
| $2.61M | 0.01% |
22,716
+1,627
| +8% | +$187K |
|
188
Nike
NKE
$111B
| $2.49M | 0.01% |
+26,445
| New | +$2.49M |
|
189
Rexford Industrial Realty
REXR
$9.96B
| $2.47M | 0.01% |
55,524
-224,825
| -80% | -$10M |
|
190
SiteOne Landscape Supply
SITE
$6.58B
| $2.31M | 0.01% |
18,909
-338
| -2% | -$41.3K |
|
191
Axon Enterprise
AXON
$57.3B
| $2.26M | 0.01% |
7,566
+1,672
| +28% | +$499K |
|
192
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
| $2.16M | 0.01% |
64,612
-22,612
| -26% | -$756K |
|
193
Alcon
ALC
$39B
| $2.02M | ﹤0.01% |
22,556
-24
| -0.1% | -$2.15K |
|
194
Pool Corp
POOL
$11.8B
| $1.92M | ﹤0.01% |
6,258
+11
| +0.2% | +$3.38K |
|
195
Simulations Plus
SLP
$284M
| $1.92M | ﹤0.01% |
40,000
| – | – |
|
|
196
Accenture
ACN
$158B
| $1.8M | ﹤0.01% |
5,944
-2,990,141
| -100% | -$907M |
|
|
RCM
197
DELISTED
R1 RCM Inc. Common Stock
RCM
| $1.75M | ﹤0.01% |
139,838
+151
| +0.1% | +$1.89K |
|
198
Charles River Laboratories
CRL
$7.99B
| $1.61M | ﹤0.01% |
7,778
+1,844
| +31% | +$382K |
|
199
Take-Two Interactive
TTWO
$44.4B
| $1.57M | ﹤0.01% |
10,028
+2,277
| +29% | +$357K |
|
200
Tyler Technologies
TYL
$24B
| $1.35M | ﹤0.01% |
2,732
-104
| -4% | -$51.4K |
|