WCM Investment Management Portfolio holdings
AUM
$48.6B
1-Year Est. Return
43.05%
This Fund
S&P 500
1 Year Est. Return
+43.05%
AUM
$48.6B
AUM Growth
+$504M
(+1%)
Holding
263
Top Buys
| 1 | +$1.08B | |
| 2 | +$1.05B | |
| 3 | +$759M | |
| 4 |
Welltower
WELL
|
+$586M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$339M |
Top Sells
| 1 | +$561M | |
| 2 | +$453M | |
| 3 | +$433M | |
| 4 |
Steris
STE
|
+$288M |
| 5 |
Applovin
APP
|
+$117M |
Sector Composition
| 1 | Technology | 26.66% |
| 2 | Financials | 17.64% |
| 3 | Consumer Discretionary | 15.56% |
| 4 | Industrials | 10.89% |
| 5 | Communication Services | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIG
201
Figma
FIG
$15.3B
| $2.26M | ﹤0.01% |
60,000
|
|
||
202
Dynatrace
DT
$10.7B
| $2.23M | ﹤0.01% |
50,646
-36
|
|
||
203
Rexford Industrial Realty
REXR
$8.69B
| $2.17M | ﹤0.01% |
54,510
|
|
||
204
Toast
TOST
$16.1B
| $1.97M | ﹤0.01% |
54,367
+19,544
|
|
||
205
RLI Corp
RLI
$5.73B
| $1.85M | ﹤0.01% |
28,607
-22,039
|
|
||
206
HubSpot
HUBS
$14B
| $1.82M | ﹤0.01% |
4,473
+11
|
|
||
207
Insmed
INSM
$31.8B
| $1.8M | ﹤0.01% |
10,368
-5,132
|
|
||
208
Avery Dennison
AVY
$15.2B
| $1.79M | ﹤0.01% |
9,764
-7,599
|
|
||
209
Evotec
EVO
$1.21B
| $1.75M | ﹤0.01% |
559,343
+259,066
|
|
||
210
Entegris
ENTG
$20.1B
| $1.65M | ﹤0.01% |
19,045
-13,998
|
|
||
211
Tetra Tech
TTEK
$9.35B
| $1.61M | ﹤0.01% |
47,266
-34,750
|
|
||
212
Graco
GGG
$15.5B
| $1.59M | ﹤0.01% |
19,181
-14,269
|
|
||
213
Masco
MAS
$14.6B
| $1.56M | ﹤0.01% |
24,231
-17,033
|
|
||
214
Brown & Brown
BRO
$24.4B
| $1.53M | ﹤0.01% |
19,065
-11,733
|
|
||
215
Natera
NTRA
$29B
| $1.53M | ﹤0.01% |
6,650
-36
|
|
||
216
Watsco Inc
WSO
$16.9B
| $1.46M | ﹤0.01% |
4,250
-3,276
|
|
||
217
PTC
PTC
$18.6B
| $1.38M | ﹤0.01% |
7,877
-5,399
|
|
||
218
Zebra Technologies
ZBRA
$11B
| $1.34M | ﹤0.01% |
5,444
-4,121
|
|
||
219
iShares Russell 1000 Growth ETF
IWF
$117B
| $1.23M | ﹤0.01% |
+2,580
|
|
||
220
Booz Allen Hamilton
BAH
$9.51B
| $1.12M | ﹤0.01% |
13,120
-9,220
|
|
||
221
BioMarin Pharmaceuticals
BMRN
$11.9B
| $1.11M | ﹤0.01% |
18,876
+9,251
|
|
||
222
Molina Healthcare
MOH
$7.93B
| $1.11M | ﹤0.01% |
6,514
-4,394
|
|
||
223
Pool Corp
POOL
$8.46B
| $972K | ﹤0.01% |
4,208
-2,766
|
|
||
224
iShares 0-3 Month Treasury Bond ETF
SGOV
$75B
| $841K | ﹤0.01% |
8,377
|
|
||
225
Markel Group
MKL
$26.1B
| $574K | ﹤0.01% |
264
-10
|
|