WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+3.57%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$8.77B
AUM Growth
+$8.77B
(+40%)
Cap. Flow
+$2.3B
Cap. Flow
% of AUM
26.2%
Top 10 Holdings %
Top 10 Hldgs %
56.28%
Holding
171
New
57
Increased
56
Reduced
47
Closed
9
Top Buys
| 1 |
Ambev
ABEV
|
$252M |
| 2 |
Accenture
ACN
|
$142M |
| 3 |
Chubb
CB
|
$63.7M |
| 4 |
HDFC Bank
HDB
|
$51.4M |
| 5 |
Boston Scientific
BSX
|
$38.9M |
Top Sells
| 1 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
$361M |
| 2 |
TSMC
TSM
|
$102M |
| 3 |
Icon
ICLR
|
$95.5M |
| 4 |
Workday
WDAY
|
$34.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$16.7M |
Sector Composition
| 1 | Financials | 22.52% |
| 2 | Technology | 12.9% |
| 3 | Healthcare | 9.23% |
| 4 | Consumer Discretionary | 7.42% |
| 5 | Industrials | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Chubb
CB
$110B
| $1.17B | 13.37% | 9,331,118 +506,830 | +6% | +$63.7M |
|
|
2
TSMC
TSM
$1.2T
| $631M | 7.19% | 20,612,338 -3,322,718 | -14% | -$102M |
|
3
Canadian Pacific Kansas City
CP
$69.9B
| $492M | 5.61% | 3,219,636 +140,950 | +5% | +$21.5M |
|
|
4
HDFC Bank
HDB
$182B
| $454M | 5.17% | 6,312,387 +715,548 | +13% | +$51.4M |
|
5
Trip.com Group
TCOM
$48.2B
| $438M | 5% | 9,408,390 +433,686 | +5% | +$20.2M |
|
6
Core Laboratories
CLB
$540M
| $427M | 4.87% | 3,803,372 +215,206 | +6% | +$24.2M |
|
7
Novo Nordisk
NVO
$251B
| $384M | 4.38% | 9,238,271 +458,749 | +5% | +$19.1M |
|
|
8
Accenture
ACN
$162B
| $384M | 4.38% | 3,140,505 +1,164,609 | +59% | +$142M |
|
|
NBIS
9
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $288M | 3.28% | 13,679,874 +392,871 | +3% | +$8.27M |
|
|
10
Icon
ICLR
$13.8B
| $266M | 3.03% | 3,439,710 -1,234,468 | -26% | -$95.5M |
|
|
11
Ambev
ABEV
$34.9B
| $264M | 3.01% | 43,304,212 +41,458,775 | +2,247% | +$252M |
|
12
Lazard
LAZ
$5.39B
| $202M | 2.3% | 5,549,587 +296,890 | +6% | +$10.8M |
|
13
Mercado Libre
MELI
$125B
| $66.4M | 0.76% | 358,749 +3,184 | +0.9% | +$589K |
|
14
Amazon
AMZN
$2.44T
| $47.1M | 0.54% | 56,224 +13,031 | +30% | +$10.9M |
|
|
AMTD
15
DELISTED
TD Ameritrade Holding Corp
AMTD
| $43.5M | 0.5% | 1,234,494 +276,242 | +29% | +$9.73M |
|
16
Cooper Companies
COO
$13.4B
| $41.1M | 0.47% | 229,068 +54,808 | +31% | +$9.82M |
|
|
PX
17
DELISTED
Praxair Inc
PX
| $40.5M | 0.46% | 335,187 +161,628 | +93% | +$19.5M |
|
18
IQVIA
IQV
$32.4B
| $40M | 0.46% | 493,982 +121,936 | +33% | +$9.88M |
|
19
Amphenol
APH
$133B
| $39.4M | 0.45% | 606,624 +145,346 | +32% | +$9.44M |
|
20
Ecolab
ECL
$78.6B
| $39.3M | 0.45% | 323,266 +156,663 | +94% | +$19.1M |
|
21
Canadian National Railway
CNI
$60.4B
| $39M | 0.44% | 595,764 +144,240 | +32% | +$9.43M |
|
|
22
Boston Scientific
BSX
$156B
| $38.9M | 0.44% | +1,636,106 | New | +$38.9M |
|
23
Visa
V
$683B
| $38.4M | 0.44% | 464,314 +231,530 | +99% | +$19.1M |
|
24
Crown Castle
CCI
$43.2B
| $38.2M | 0.44% | 405,463 +97,309 | +32% | +$9.17M |
|
25
Schlumberger
SLB
$55B
| $37.7M | 0.43% | 479,000 +115,143 | +32% | +$9.05M |
|