WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+11.39%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$39.4B
AUM Growth
+$39.4B
(+7.8%)
Cap. Flow
+$1.73B
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
60.47%
Holding
212
New
22
Increased
129
Reduced
29
Closed
16
Top Buys
| 1 |
EPAM Systems
EPAM
|
$1.45B |
| 2 |
Entegris
ENTG
|
$309M |
| 3 |
Stryker
SYK
|
$148M |
| 4 |
Thermo Fisher Scientific
TMO
|
$143M |
| 5 |
Sherwin-Williams
SHW
|
$143M |
Top Sells
| 1 |
TSMC
TSM
|
$735M |
| 2 |
ASML
ASML
|
$610M |
| 3 |
Accenture
ACN
|
$542M |
| 4 |
HDFC Bank
HDB
|
$498M |
| 5 |
Smith & Nephew
SNN
|
$318M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Healthcare | 23.05% |
| 3 | Consumer Discretionary | 15.14% |
| 4 | Financials | 10.85% |
| 5 | Industrials | 10.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Parker-Hannifin
PH
$94.8B
| – | – |
-788
| Closed | -$249K |
|
202
Topgolf Callaway Brands
MODG
$1.69B
| $0 | ﹤0.01% |
403,162
+162,212
| +67% | – |
|
203
Graphic Packaging
GPK
$6.19B
| – | – |
-20,407
| Closed | -$371K |
|
204
Globe Life
GL
$11.4B
| – | – |
-6,747
| Closed | -$652K |
|
205
Ecolab
ECL
$77.5B
| – | – |
-1,373,979
| Closed | -$294M |
|
206
Charles River Laboratories
CRL
$7.99B
| – | – |
-23,440
| Closed | -$6.79M |
|
207
Canadian National Railway
CNI
$60.3B
| – | – |
-2,440,013
| Closed | -$283M |
|
208
BrightView Holdings
BV
$1.36B
| – | – |
-1,262,174
| Closed | -$21.3M |
|
209
Boston Scientific
BSX
$159B
| – | – |
-233,535
| Closed | -$9.03M |
|
210
Aramark
ARMK
$10.2B
| – | – |
-21,217
| Closed | -$802K |
|
|
ANSS
211
DELISTED
Ansys
ANSS
| – | – |
-10,981
| Closed | -$3.73M |
|
212
Acadia Pharmaceuticals
ACAD
$4.34B
| – | – |
-129,864
| Closed | -$3.35M |
|