WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
-0.92%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$27.9B
AUM Growth
+$27.9B
(-0.08%)
Cap. Flow
+$1.07B
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17
Top Buys
| 1 |
Waste Connections
WCN
|
$781M |
| 2 |
Atlassian
TEAM
|
$536M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$436M |
| 4 |
Amazon
AMZN
|
$364M |
| 5 |
EPAM Systems
EPAM
|
$339M |
Top Sells
| 1 |
TSMC
TSM
|
$770M |
| 2 |
Shopify
SHOP
|
$391M |
| 3 |
Church & Dwight Co
CHD
|
$368M |
| 4 |
Nike
NKE
|
$319M |
| 5 |
Sherwin-Williams
SHW
|
$293M |
Sector Composition
| 1 | Healthcare | 29.34% |
| 2 | Technology | 29.28% |
| 3 | Industrials | 18.39% |
| 4 | Financials | 11.8% |
| 5 | Consumer Discretionary | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
Sherwin-Williams
SHW
$90.5B
| – | – |
-1,299,234
| Closed | -$293M |
|
|
202
Nike
NKE
$110B
| – | – |
-3,085,618
| Closed | -$319M |
|
203
Topgolf Callaway Brands
MODG
$1.69B
| – | – |
-594,187
| Closed | -$12.1M |
|
204
IDEX
IEX
$12.1B
| – | – |
-2,036
| Closed | -$369K |
|
205
Fiverr
FVRR
$864M
| – | – |
-9,719
| Closed | -$351K |
|
206
FMC
FMC
$4.63B
| – | – |
-4,028
| Closed | -$436K |
|
207
Colliers International
CIGI
$8.18B
| – | – |
-135,078
| Closed | -$16.3M |
|
|
208
Church & Dwight Co
CHD
$22.7B
| – | – |
-3,989,632
| Closed | -$368M |
|
209
Grupo Aeroportuario del Sureste
ASR
$9.95B
| – | – |
-277,753
| Closed | -$56.9M |
|