WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+4.38%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.3B
AUM Growth
+$235M
(+0.56%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$1.46B |
| 2 |
Sea Limited
SE
|
$1.15B |
| 3 |
Spotify
SPOT
|
$1.03B |
| 4 |
GE Vernova
GEV
|
$247M |
| 5 |
monday.com
MNDY
|
$227M |
Top Sells
| 1 |
Accenture
ACN
|
$907M |
| 2 |
Arista Networks
ANET
|
$509M |
| 3 |
Lam Research
LRCX
|
$471M |
| 4 |
Costco
COST
|
$388M |
| 5 |
Atlassian
TEAM
|
$341M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Sarepta Therapeutics
SRPT
$1.93B
| $1.3M | ﹤0.01% |
8,237
+1,958
| +31% | +$309K |
|
202
Tractor Supply
TSCO
$32.1B
| $1.3M | ﹤0.01% |
24,250
+5,740
| +31% | +$307K |
|
203
Brookfield
BN
$99.6B
| $1.26M | ﹤0.01% |
30,290
+10,765
| +55% | +$447K |
|
204
CGI
GIB
$21.2B
| $1.26M | ﹤0.01% |
12,523
+180
| +1% | +$18.1K |
|
205
Bio-Techne
TECH
$8.23B
| $1.24M | ﹤0.01% |
17,232
+4,012
| +30% | +$288K |
|
206
Nordson
NDSN
$12.7B
| $1.21M | ﹤0.01% |
5,258
+1,250
| +31% | +$288K |
|
207
RELX
RELX
$85.5B
| $1.19M | ﹤0.01% |
25,768
+373
| +1% | +$17.2K |
|
208
HubSpot
HUBS
$24.5B
| $1.17M | ﹤0.01% |
2,005
+475
| +31% | +$278K |
|
209
TFI International
TFII
$8.03B
| $1.15M | ﹤0.01% |
8,154
+178
| +2% | +$25.2K |
|
210
Trane Technologies
TT
$91.9B
| $1.1M | ﹤0.01% |
3,302
-1,739
| -34% | -$580K |
|
211
Chubb
CB
$112B
| $1.1M | ﹤0.01% |
4,191
+30
| +0.7% | +$7.86K |
|
212
Teledyne Technologies
TDY
$25.6B
| $1.06M | ﹤0.01% |
2,754
+609
| +28% | +$235K |
|
213
Schlumberger
SLB
$53.7B
| $994K | ﹤0.01% |
21,137
+70
| +0.3% | +$3.29K |
|
214
Haleon
HLN
$44B
| $980K | ﹤0.01% |
116,235
+2,248
| +2% | +$19K |
|
215
Sony
SONY
$166B
| $902K | ﹤0.01% |
53,495
-29,575
| -36% | -$499K |
|
216
Nice
NICE
$8.56B
| $845K | ﹤0.01% |
5,007
+1,674
| +50% | +$282K |
|
217
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $795K | ﹤0.01% |
7,902
+7,897
| +157,940% | +$795K |
|
218
Workday
WDAY
$61.7B
| $782K | ﹤0.01% |
3,500
| – | – |
|
219
NetEase
NTES
$84.3B
| $758K | ﹤0.01% |
7,888
-4
| -0.1% | -$384 |
|
220
FMC
FMC
$4.66B
| $690K | ﹤0.01% |
12,080
+2,722
| +29% | +$155K |
|
|
GRAL
221
GRAIL, Inc. Common Stock
GRAL
$1.21B
| $673K | ﹤0.01% |
+44,382
| New | +$673K |
|
222
Exact Sciences
EXAS
$9.73B
| $667K | ﹤0.01% |
14,986
+2,287
| +18% | +$102K |
|
223
Baidu
BIDU
$33.8B
| $659K | ﹤0.01% |
7,574
-240
| -3% | -$20.9K |
|
224
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $640K | ﹤0.01% |
4,117
+22
| +0.5% | +$3.42K |
|
225
Amgen
AMGN
$151B
| $578K | ﹤0.01% |
1,841
+611
| +50% | +$192K |
|