WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+9.07%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$742M
Cap. Flow %
-1.68%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

1
SE icon
Sea Limited
SE
$520M
2
RGA icon
Reinsurance Group of America
RGA
$487M
3
FRPT icon
Freshpet
FRPT
$332M
4
GEV icon
GE Vernova
GEV
$290M
5
SPOT icon
Spotify
SPOT
$224M

Top Sells

1
CP icon
Canadian Pacific Kansas City
CP
$523M
2
TEAM icon
Atlassian
TEAM
$485M
3
MELI icon
Mercado Libre
MELI
$447M
4
ODFL icon
Old Dominion Freight Line
ODFL
$351M
5
WCN icon
Waste Connections
WCN
$292M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MAS icon
176
Masco
MAS
$15.5B
$3.76M 0.01%
44,940
+132
+0.3% +$11K
PTC icon
177
PTC
PTC
$25.5B
$3.69M 0.01%
20,278
+28
+0.1% +$5.1K
ZBRA icon
178
Zebra Technologies
ZBRA
$15.8B
$3.5M 0.01%
9,501
+27
+0.3% +$9.95K
XOM icon
179
Exxon Mobil
XOM
$479B
$3.41M 0.01%
29,440
+6,724
+30% +$779K
RYAAY icon
180
Ryanair
RYAAY
$32B
$3.31M 0.01%
29,380
-33,415
-53% -$3.77M
CYRX icon
181
CryoPort
CYRX
$443M
$3.3M 0.01%
412,300
-55,863
-12% -$447K
WSO icon
182
Watsco
WSO
$16.4B
$3.27M 0.01%
6,597
+4
+0.1% +$1.98K
GGG icon
183
Graco
GGG
$14.3B
$3.26M 0.01%
37,148
+47
+0.1% +$4.12K
MKSI icon
184
MKS Inc. Common Stock
MKSI
$6.83B
$3.08M 0.01%
27,933
+33
+0.1% +$3.64K
KMX icon
185
CarMax
KMX
$9.15B
$3.03M 0.01%
39,235
+127
+0.3% +$9.82K
SITE icon
186
SiteOne Landscape Supply
SITE
$6.58B
$2.86M 0.01%
18,932
+23
+0.1% +$3.48K
REXR icon
187
Rexford Industrial Realty
REXR
$9.96B
$2.75M 0.01%
54,510
-1,014
-2% -$51.2K
ETR icon
188
Entergy
ETR
$39.4B
$2.48M 0.01%
37,884
+28,964
+325% +$1.9M
HDB icon
189
HDFC Bank
HDB
$181B
$2.45M 0.01%
38,116
-12,873
-25% -$828K
AXON icon
190
Axon Enterprise
AXON
$57.3B
$2.38M 0.01%
6,011
-1,555
-21% -$615K
BKR icon
191
Baker Hughes
BKR
$45.7B
$2.37M 0.01%
65,372
-23,050
-26% -$834K
AMGN icon
192
Amgen
AMGN
$151B
$2.35M 0.01%
7,281
+5,440
+295% +$1.76M
POOL icon
193
Pool Corp
POOL
$11.8B
$2.34M 0.01%
6,280
+22
+0.4% +$8.2K
TXN icon
194
Texas Instruments
TXN
$170B
$2.27M 0.01%
10,836
+8,507
+365% +$1.78M
VZ icon
195
Verizon
VZ
$186B
$2.25M 0.01%
50,125
+38,434
+329% +$1.73M
CFR icon
196
Cullen/Frost Bankers
CFR
$8.38B
$2.23M 0.01%
20,079
+15,514
+340% +$1.73M
MA icon
197
Mastercard
MA
$538B
$2.21M 0.01%
4,485
-1,651
-27% -$815K
JPM icon
198
JPMorgan Chase
JPM
$835B
$2.16M ﹤0.01%
10,258
+7,842
+325% +$1.65M
TYL icon
199
Tyler Technologies
TYL
$24B
$2.1M ﹤0.01%
3,632
+900
+33% +$520K
LMT icon
200
Lockheed Martin
LMT
$107B
$2.09M ﹤0.01%
3,585
+2,726
+317% +$1.59M
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8
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