WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+14.7%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.1B
AUM Growth
+$5.91B
(+16%)
Cap. Flow
+$2.24B
Cap. Flow
% of AUM
5.32%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18
Top Buys
| 1 |
Nu Holdings
NU
|
$1.1B |
| 2 |
Coupang
CPNG
|
$765M |
| 3 |
monday.com
MNDY
|
$729M |
| 4 |
Applovin
APP
|
$497M |
| 5 |
Illumina
ILMN
|
$444M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$408M |
| 2 |
HEICO Class A
HEI.A
|
$207M |
| 3 |
Lam Research
LRCX
|
$112M |
| 4 |
Datadog
DDOG
|
$105M |
| 5 |
Visa
V
|
$93.3M |
Sector Composition
| 1 | Technology | 26.95% |
| 2 | Industrials | 18.5% |
| 3 | Financials | 18.34% |
| 4 | Healthcare | 17.66% |
| 5 | Consumer Discretionary | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Chubb
CB
$112B
| $1.08M | ﹤0.01% |
4,161
-182
| -4% | -$47.2K |
|
202
Tractor Supply
TSCO
$32.1B
| $969K | ﹤0.01% |
18,510
+410
| +2% | +$21.5K |
|
203
Haleon
HLN
$44B
| $968K | ﹤0.01% |
113,987
+2,317
| +2% | +$19.7K |
|
204
HubSpot
HUBS
$24.5B
| $959K | ﹤0.01% |
1,530
+35
| +2% | +$21.9K |
|
205
Workday
WDAY
$61.7B
| $955K | ﹤0.01% |
3,500
| – | – |
|
206
Bio-Techne
TECH
$8.23B
| $931K | ﹤0.01% |
13,220
+191
| +1% | +$13.4K |
|
207
Teledyne Technologies
TDY
$25.6B
| $921K | ﹤0.01% |
2,145
+43
| +2% | +$18.5K |
|
208
Exact Sciences
EXAS
$9.73B
| $877K | ﹤0.01% |
12,699
+1,195
| +10% | +$82.5K |
|
209
Nice
NICE
$8.56B
| $869K | ﹤0.01% |
3,333
-92
| -3% | -$24K |
|
210
Brookfield Asset Management
BAM
$95.2B
| $846K | ﹤0.01% |
20,128
-1,220
| -6% | -$51.3K |
|
211
Baidu
BIDU
$33.8B
| $823K | ﹤0.01% |
7,814
-480
| -6% | -$50.5K |
|
212
Brookfield
BN
$99.6B
| $818K | ﹤0.01% |
19,525
-817
| -4% | -$34.2K |
|
213
NetEase
NTES
$84.3B
| $817K | ﹤0.01% |
7,892
-476
| -6% | -$49.3K |
|
214
Sarepta Therapeutics
SRPT
$1.93B
| $813K | ﹤0.01% |
6,279
+142
| +2% | +$18.4K |
|
215
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $668K | ﹤0.01% |
4,095
-2
| -0% | -$326 |
|
216
FMC
FMC
$4.66B
| $596K | ﹤0.01% |
9,358
+196
| +2% | +$12.5K |
|
217
Paylocity
PCTY
$9.68B
| $525K | ﹤0.01% |
3,053
+69
| +2% | +$11.9K |
|
218
BioMarin Pharmaceuticals
BMRN
$10.9B
| $425K | ﹤0.01% |
4,867
+76
| +2% | +$6.64K |
|
219
Amgen
AMGN
$151B
| $350K | ﹤0.01% |
1,230
+64
| +5% | +$18.2K |
|
220
CDW
CDW
$21.8B
| $331K | ﹤0.01% |
1,293
+11
| +0.9% | +$2.81K |
|
221
iShares MSCI EAFE ETF
EFA
$65.9B
| $328K | ﹤0.01% |
4,107
-1,138,568
| -100% | -$90.9M |
|
222
General Dynamics
GD
$86.7B
| $320K | ﹤0.01% |
1,134
+80
| +8% | +$22.6K |
|
223
Verizon
VZ
$186B
| $298K | ﹤0.01% |
7,098
+448
| +7% | +$18.8K |
|
224
Cullen/Frost Bankers
CFR
$8.38B
| $291K | ﹤0.01% |
2,581
+167
| +7% | +$18.8K |
|
225
Merck
MRK
$210B
| $289K | ﹤0.01% |
2,189
+173
| +9% | +$22.8K |
|