WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.1B
1-Year Est. Return 55.71%
This Quarter Est. Return
1 Year Est. Return
+55.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.8B
AUM Growth
+$4.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$934M
3
+$154M
4
SE icon
Sea Limited
SE
+$106M
5
TSM icon
TSMC
TSM
+$74.2M

Top Sells

1
+$895M
2
+$585M
3
+$574M
4
ANET icon
Arista Networks
ANET
+$471M
5
DDOG icon
Datadog
DDOG
+$279M

Sector Composition

1 Technology 20.86%
2 Consumer Discretionary 20.41%
3 Financials 20.25%
4 Communication Services 10.49%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
201
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.5B
$843K ﹤0.01%
8,377
+400
EFA icon
202
iShares MSCI EAFE ETF
EFA
$67.5B
$705K ﹤0.01%
7,891
-37,283
MOH icon
203
Molina Healthcare
MOH
$7.8B
$555K ﹤0.01%
1,868
+191
YMM icon
204
Full Truck Alliance
YMM
$13.2B
$545K ﹤0.01%
46,186
+19,151
CBRE icon
205
CBRE Group
CBRE
$45.1B
$528K ﹤0.01%
3,788
+401
MKL icon
206
Markel Group
MKL
$25B
$524K ﹤0.01%
264
+29
CDW icon
207
CDW
CDW
$18.6B
$515K ﹤0.01%
2,901
+245
BMRN icon
208
BioMarin Pharmaceuticals
BMRN
$10.1B
$513K ﹤0.01%
9,305
-8,048
CSL icon
209
Carlisle Companies
CSL
$13.7B
$409K ﹤0.01%
1,093
+113
CHE icon
210
Chemed
CHE
$6.2B
$356K ﹤0.01%
637
+66
IEX icon
211
IDEX
IEX
$12.6B
$319K ﹤0.01%
1,812
+189
BALL icon
212
Ball Corp
BALL
$13B
$274K ﹤0.01%
4,857
+508
TREX icon
213
Trex
TREX
$5.04B
$260K ﹤0.01%
4,741
+505
ORCL icon
214
Oracle
ORCL
$707B
$231K ﹤0.01%
+1,099
APH icon
215
Amphenol
APH
$167B
$205K ﹤0.01%
+2,094
ACWI icon
216
iShares MSCI ACWI ETF
ACWI
$23.1B
$181K ﹤0.01%
+1,412
LX
217
LexinFintech Holdings
LX
$732M
$144K ﹤0.01%
+19,731
COMM icon
218
CommScope
COMM
$3.53B
$137K ﹤0.01%
16,737
+637
KSA icon
219
iShares MSCI Saudi Arabia ETF
KSA
$593M
$53.8K ﹤0.01%
1,406
BECN
220
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-434,294
XOM icon
221
Exxon Mobil
XOM
$481B
– –
-36,701
WHR icon
222
Whirlpool
WHR
$3.96B
– –
-3,373
VZ icon
223
Verizon
VZ
$166B
– –
-121,067
VLRS
224
Controladora Vuela Compañía de Aviación
VLRS
$733M
– –
-2,416,117
UPS icon
225
United Parcel Service
UPS
$79B
– –
-37,623
7 8
9
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