WCM Investment Management Portfolio holdings
AUM
$48.1B
1-Year Est. Return
55.71%
1 Year Est. Return
+55.71%
AUM
$48.1B
AUM Growth
+$4.25B
(+9.7%)
Holding
252
Top Buys
| 1 | +$1.19B | |
| 2 | +$791M | |
| 3 | +$677M | |
| 4 |
ASML
ASML
|
+$371M |
| 5 |
Tenet Healthcare
THC
|
+$72.9M |
Top Sells
| 1 | +$686M | |
| 2 | +$653M | |
| 3 | +$398M | |
| 4 |
NVIDIA
NVDA
|
+$341M |
| 5 |
Steris
STE
|
+$227M |
Sector Composition
| 1 | Technology | 23.77% |
| 2 | Consumer Discretionary | 20.15% |
| 3 | Financials | 18.93% |
| 4 | Communication Services | 12.5% |
| 5 | Industrials | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Trex
TREX
$3.75B
| $2.03M | ﹤0.01% |
39,566
+34,825
|
|
||
202
CGI
GIB
$19.4B
| $1.94M | ﹤0.01% |
21,787
+1,801
|
|
||
203
SLB Ltd
SLB
$54.1B
| $1.83M | ﹤0.01% |
52,221
+2,163
|
|
||
204
British American Tobacco
BTI
$128B
| $1.61M | ﹤0.01% |
+30,513
|
|
||
205
Rocket Lab Corp
RKLB
$22.5B
| $1.51M | ﹤0.01% |
32,040
-352,895
|
|
||
206
iShares MSCI EAFE ETF
EFA
$68.7B
| $1.3M | ﹤0.01% |
13,982
+6,091
|
|
||
207
Toast
TOST
$20.1B
| $1.29M | ﹤0.01% |
34,823
+1,482
|
|
||
208
Grupo Aeroportuario del Pacifico
PAC
$12B
| $1.22M | ﹤0.01% |
5,002
-6
|
|
||
209
Natera
NTRA
$33B
| $1.09M | ﹤0.01% |
6,686
+221
|
|
||
210
Evotec
EVO
$1.18B
| $1.06M | ﹤0.01% |
300,277
+2,370
|
|
||
211
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.5B
| $844K | ﹤0.01% |
8,377
|
|
||
212
Full Truck Alliance
YMM
$11.9B
| $651K | ﹤0.01% |
49,762
+3,576
|
|
||
213
CBRE Group
CBRE
$48.2B
| $624K | ﹤0.01% |
3,925
+137
|
|
||
214
Markel Group
MKL
$26.2B
| $521K | ﹤0.01% |
274
+10
|
|
||
215
BioMarin Pharmaceuticals
BMRN
$10.7B
| $520K | ﹤0.01% |
9,625
+320
|
|
||
216
CDW
CDW
$18.8B
| $488K | ﹤0.01% |
3,005
+104
|
|
||
217
IDEX
IEX
$13B
| $385K | ﹤0.01% |
2,375
+563
|
|
||
218
Carlisle Companies
CSL
$13.3B
| $378K | ﹤0.01% |
1,133
+40
|
|
||
219
Chemed
CHE
$6.2B
| $299K | ﹤0.01% |
661
+24
|
|
||
220
Ball Corp
BALL
$13.3B
| $250K | ﹤0.01% |
5,032
+175
|
|
||
221
Interactive Brokers
IBKR
$29B
| $249K | ﹤0.01% |
+3,622
|
|
||
222
Oracle
ORCL
$576B
| $249K | ﹤0.01% |
881
-218
|
|
||
223
Trip.com Group
TCOM
$45.7B
| $243K | ﹤0.01% |
3,186
-518,000
|
|
||
224
Amphenol
APH
$172B
| $241K | ﹤0.01% |
1,988
-106
|
|
||
225
Alphabet (Google) Class A
GOOGL
$3.86T
| $225K | ﹤0.01% |
+923
|
|