WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+5.99%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.3B
AUM Growth
+$43.3B
(+9.9%)
Cap. Flow
+$2.91B
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10
Top Buys
| 1 |
Atlassian
TEAM
|
$1.5B |
| 2 |
Icon
ICLR
|
$802M |
| 3 |
Repligen
RGEN
|
$361M |
| 4 |
Floor & Decor
FND
|
$355M |
| 5 |
Lam Research
LRCX
|
$297M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$897M |
| 2 |
Synopsys
SNPS
|
$294M |
| 3 |
Mercado Libre
MELI
|
$132M |
| 4 |
West Pharmaceutical
WST
|
$101M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$65.5M |
Sector Composition
| 1 | Technology | 37.18% |
| 2 | Healthcare | 25.21% |
| 3 | Consumer Discretionary | 15.3% |
| 4 | Industrials | 8.74% |
| 5 | Financials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Mastercard
MA
$536B
| $270K | ﹤0.01% |
+777
| New | +$270K |
|
202
AstraZeneca
AZN
$255B
| $270K | ﹤0.01% |
4,493
+84
| +2% | +$5.05K |
|
203
American Tower
AMT
$91.9B
| $234K | ﹤0.01% |
882
-100
| -10% | -$26.5K |
|
204
CDW
CDW
$21.4B
| $225K | ﹤0.01% |
+1,236
| New | +$225K |
|
|
MDLA
205
DELISTED
Medallia, Inc.
MDLA
| – | – |
-409,696
| Closed | -$13.8M |
|
206
Zebra Technologies
ZBRA
$15.5B
| – | – |
-1,498
| Closed | -$793K |
|
207
Woodward
WWD
$14.7B
| – | – |
-118,328
| Closed | -$14.5M |
|
|
208
Synopsys
SNPS
$110B
| – | – |
-1,065,191
| Closed | -$294M |
|
209
Smith & Nephew
SNN
$16.2B
| – | – |
-22,566
| Closed | -$980K |
|
210
Manhattan Associates
MANH
$12.5B
| – | – |
-181,992
| Closed | -$26.4M |
|
211
Global E Online
GLBE
$5.69B
| – | – |
-402,158
| Closed | -$23M |
|
212
Glaukos
GKOS
$5.42B
| – | – |
-121,564
| Closed | -$10.3M |
|
213
Caesars Entertainment
CZR
$5.18B
| – | – |
-72,462
| Closed | -$7.52M |
|
214
A.O. Smith
AOS
$9.92B
| – | – |
-11,732
| Closed | -$845K |
|