WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+12.64%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.2B
AUM Growth
+$36.2B
(+6.2%)
Cap. Flow
-$1.66B
Cap. Flow
% of AUM
-4.6%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11
Top Buys
| 1 |
Mercado Libre
MELI
|
$787M |
| 2 |
Intuitive Surgical
ISRG
|
$576M |
| 3 |
GE Aerospace
GE
|
$520M |
| 4 |
Canadian Natural Resources
CNQ
|
$142M |
| 5 |
UBS Group
UBS
|
$141M |
Top Sells
| 1 |
Mettler-Toledo International
MTD
|
$1.13B |
| 2 |
Stryker
SYK
|
$532M |
| 3 |
Novo Nordisk
NVO
|
$239M |
| 4 |
Canadian Pacific Kansas City
CP
|
$237M |
| 5 |
Icon
ICLR
|
$207M |
Sector Composition
| 1 | Technology | 28.69% |
| 2 | Industrials | 19.03% |
| 3 | Healthcare | 17.56% |
| 4 | Financials | 16.47% |
| 5 | Consumer Discretionary | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Bio-Techne
TECH
$8.3B
| $1.02M | ﹤0.01% |
+13,029
| New | +$1.02M |
|
202
Baidu
BIDU
$33.1B
| $977K | ﹤0.01% |
8,294
-190
| -2% | -$22.4K |
|
203
Chubb
CB
$111B
| $975K | ﹤0.01% |
4,343
-98
| -2% | -$22K |
|
204
Workday
WDAY
$62.3B
| $966K | ﹤0.01% |
3,500
| – | – |
|
205
Teledyne Technologies
TDY
$25.5B
| $934K | ﹤0.01% |
+2,102
| New | +$934K |
|
206
Haleon
HLN
$44.3B
| $925K | ﹤0.01% |
111,670
-2,468
| -2% | -$20.4K |
|
207
HubSpot
HUBS
$24.9B
| $881K | ﹤0.01% |
+1,495
| New | +$881K |
|
208
Exact Sciences
EXAS
$9.33B
| $871K | ﹤0.01% |
+11,504
| New | +$871K |
|
209
Brookfield Asset Management
BAM
$94.4B
| $861K | ﹤0.01% |
21,348
-454
| -2% | -$18.3K |
|
210
iShares MSCI EAFE Growth ETF
EFG
$13.1B
| $853K | ﹤0.01% |
+8,812
| New | +$853K |
|
211
Brookfield
BN
$97.7B
| $818K | ﹤0.01% |
20,342
-461
| -2% | -$18.5K |
|
212
Tractor Supply
TSCO
$31.9B
| $782K | ﹤0.01% |
+3,620
| New | +$782K |
|
213
NetEase
NTES
$85.4B
| $747K | ﹤0.01% |
+8,368
| New | +$747K |
|
214
Grupo Aeroportuario del Pacifico
PAC
$12.3B
| $714K | ﹤0.01% |
4,097
-10
| -0.2% | -$1.74K |
|
215
Nice
NICE
$8.48B
| $689K | ﹤0.01% |
3,425
-74
| -2% | -$14.9K |
|
216
Sarepta Therapeutics
SRPT
$1.98B
| $600K | ﹤0.01% |
+6,137
| New | +$600K |
|
217
FMC
FMC
$4.63B
| $580K | ﹤0.01% |
+9,162
| New | +$580K |
|
218
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $543K | ﹤0.01% |
+5,420
| New | +$543K |
|
219
Paylocity
PCTY
$9.6B
| $499K | ﹤0.01% |
+2,984
| New | +$499K |
|
220
BioMarin Pharmaceuticals
BMRN
$11.3B
| $465K | ﹤0.01% |
+4,791
| New | +$465K |
|
221
Amgen
AMGN
$153B
| $336K | ﹤0.01% |
+1,166
| New | +$336K |
|
222
Pinduoduo
PDD
$177B
| $300K | ﹤0.01% |
+2,066
| New | +$300K |
|
223
CDW
CDW
$21.4B
| $293K | ﹤0.01% |
1,282
+9
| +0.7% | +$2.06K |
|
224
JPMorgan Chase
JPM
$824B
| $283K | ﹤0.01% |
+1,659
| New | +$283K |
|
225
General Dynamics
GD
$86.8B
| $272K | ﹤0.01% |
+1,054
| New | +$272K |
|