WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+20.74%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.8B
AUM Growth
+$4.91B
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| 1 |
Philip Morris
PM
|
$2.03B |
| 2 |
Robinhood
HOOD
|
$934M |
| 3 |
Corteva
CTVA
|
$154M |
| 4 |
Sea Limited
SE
|
$106M |
| 5 |
TSMC
TSM
|
$74.2M |
Top Sells
| 1 |
Icon
ICLR
|
$895M |
| 2 |
Intuitive Surgical
ISRG
|
$585M |
| 3 |
Steris
STE
|
$574M |
| 4 |
Arista Networks
ANET
|
$471M |
| 5 |
Datadog
DDOG
|
$279M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Entegris
ENTG
$12.1B
| $2.98M | 0.01% |
36,153
-611,187
| -94% | -$50.3M |
|
177
Curtiss-Wright
CW
$18.1B
| $2.94M | 0.01% |
6,025
+464
| +8% | +$226K |
|
178
Masco
MAS
$15.5B
| $2.89M | 0.01% |
45,001
+326
| +0.7% | +$20.9K |
|
179
Chubb
CB
$112B
| $2.84M | 0.01% |
9,969
+68
| +0.7% | +$19.4K |
|
180
Watsco
WSO
$16.4B
| $2.8M | 0.01% |
6,409
+11
| +0.2% | +$4.8K |
|
181
Dynatrace
DT
$15B
| $2.69M | 0.01% |
48,986
+6,309
| +15% | +$346K |
|
182
CarMax
KMX
$9.15B
| $2.6M | 0.01% |
38,991
+197
| +0.5% | +$13.1K |
|
183
Booz Allen Hamilton
BAH
$12.7B
| $2.51M | 0.01% |
24,365
+170
| +0.7% | +$17.5K |
|
184
PTC
PTC
$25.5B
| $2.45M | 0.01% |
14,454
-42
| -0.3% | -$7.11K |
|
185
Take-Two Interactive
TTWO
$44.4B
| $2.42M | 0.01% |
10,016
+564
| +6% | +$136K |
|
186
Teledyne Technologies
TDY
$25.6B
| $2.4M | 0.01% |
4,703
+519
| +12% | +$265K |
|
187
Vaxcyte
PCVX
$4.17B
| $2.29M | 0.01% |
70,372
-1,105
| -2% | -$36K |
|
188
Pool Corp
POOL
$11.8B
| $2.22M | 0.01% |
7,568
+1,349
| +22% | +$395K |
|
189
Elastic
ESTC
$9B
| $2.17M | ﹤0.01% |
26,202
+2,391
| +10% | +$198K |
|
190
CGI
GIB
$21.2B
| $2.07M | ﹤0.01% |
19,986
+37
| +0.2% | +$3.82K |
|
191
Tetra Tech
TTEK
$9.37B
| $2.04M | ﹤0.01% |
57,343
+7,617
| +15% | +$271K |
|
192
Rexford Industrial Realty
REXR
$9.96B
| $1.97M | ﹤0.01% |
54,510
| – | – |
|
193
Schlumberger
SLB
$53.7B
| $1.7M | ﹤0.01% |
50,058
+403
| +0.8% | +$13.7K |
|
194
Tyler Technologies
TYL
$24B
| $1.59M | ﹤0.01% |
2,742
+250
| +10% | +$145K |
|
195
Baidu
BIDU
$33.8B
| $1.59M | ﹤0.01% |
18,437
-50
| -0.3% | -$4.31K |
|
196
HubSpot
HUBS
$24.5B
| $1.59M | ﹤0.01% |
2,882
+214
| +8% | +$118K |
|
197
Toast
TOST
$24B
| $1.46M | ﹤0.01% |
+33,341
| New | +$1.46M |
|
198
Evotec
EVO
$1.2B
| $1.24M | ﹤0.01% |
+297,907
| New | +$1.24M |
|
199
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $1.14M | ﹤0.01% |
5,008
+40
| +0.8% | +$9.09K |
|
200
Natera
NTRA
$22.9B
| $1.09M | ﹤0.01% |
6,465
+490
| +8% | +$82.3K |
|