WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+1.45%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$10.7B
AUM Growth
+$10.7B
(+21%)
Cap. Flow
+$1.7B
Cap. Flow
% of AUM
15.85%
Top 10 Holdings %
Top 10 Hldgs %
82.87%
Holding
100
New
4
Increased
39
Reduced
49
Closed
6
Top Buys
| 1 |
Chubb
CB
|
$1.53B |
| 2 |
Stryker
SYK
|
$70.3M |
| 3 |
West Pharmaceutical
WST
|
$50.1M |
| 4 |
TSMC
TSM
|
$40.7M |
| 5 |
HDFC Bank
HDB
|
$38.2M |
Top Sells
| 1 |
IQVIA
IQV
|
$80.2M |
| 2 |
Charles Schwab
SCHW
|
$56.7M |
| 3 |
Edwards Lifesciences
EW
|
$51.5M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$10.2M |
| 5 |
UFP Technologies
UFPT
|
$4.48M |
Sector Composition
| 1 | Financials | 38.8% |
| 2 | Technology | 18.56% |
| 3 | Industrials | 13.63% |
| 4 | Healthcare | 8.5% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Chubb
CB
$110B
| $3.15B | 29.42% | 23,004,754 +11,169,592 | +94% | +$1.53B |
|
|
2
TSMC
TSM
$1.2T
| $943M | 8.82% | 21,544,859 +930,897 | +5% | +$40.7M |
|
3
Accenture
ACN
$162B
| $845M | 7.9% | 5,503,799 +223,617 | +4% | +$34.3M |
|
|
4
HDFC Bank
HDB
$182B
| $830M | 7.76% | 8,403,020 +386,579 | +5% | +$38.2M |
|
5
Canadian Pacific Kansas City
CP
$69.9B
| $742M | 6.94% | 4,205,045 +163,755 | +4% | +$28.9M |
|
|
NBIS
6
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $691M | 6.46% | 17,504,854 +758,927 | +5% | +$29.9M |
|
7
Core Laboratories
CLB
$540M
| $545M | 5.1% | 5,035,827 +242,096 | +5% | +$26.2M |
|
8
Icon
ICLR
$13.8B
| $527M | 4.93% | 4,461,500 +180,289 | +4% | +$21.3M |
|
9
Ryanair
RYAAY
$33.7B
| $457M | 4.27% | 3,719,251 +185,253 | +5% | +$22.8M |
|
10
Ferrari
RACE
$85B
| $137M | 1.28% | 1,133,358 +92,191 | +9% | +$11.1M |
|
11
Costco
COST
$418B
| $96M | 0.9% | 509,577 +14,005 | +3% | +$2.64M |
|
12
Visa
V
$683B
| $95.6M | 0.89% | 799,145 +19,786 | +3% | +$2.37M |
|
13
Cooper Companies
COO
$13.4B
| $90.1M | 0.84% | 393,780 +9,921 | +3% | +$2.27M |
|
14
Amphenol
APH
$133B
| $89.3M | 0.84% | 1,037,313 +32,043 | +3% | +$2.76M |
|
15
Mercado Libre
MELI
$125B
| $88.9M | 0.83% | 249,441 +6,536 | +3% | +$2.33M |
|
16
Verisk Analytics
VRSK
$37.5B
| $78.4M | 0.73% | 754,200 +19,099 | +3% | +$1.99M |
|
17
Boston Scientific
BSX
$156B
| $76.9M | 0.72% | 2,815,814 +77,025 | +3% | +$2.1M |
|
18
Crown Castle
CCI
$43.2B
| $76.5M | 0.72% | 698,291 +18,544 | +3% | +$2.03M |
|
19
Ecolab
ECL
$78.6B
| $76.4M | 0.71% | 557,126 +14,595 | +3% | +$2M |
|
|
20
Stryker
SYK
$150B
| $70.3M | 0.66% | +437,168 | New | +$70.3M |
|
21
Amazon
AMZN
$2.44T
| $69.4M | 0.65% | 47,935 +1,014 | +2% | +$1.47M |
|
22
Meta Platforms (Facebook)
META
$1.86T
| $69.3M | 0.65% | 433,944 +8,998 | +2% | +$1.44M |
|
|
FRC
23
DELISTED
First Republic Bank
FRC
| $68.3M | 0.64% | 737,522 +19,100 | +3% | +$1.77M |
|
24
Canadian National Railway
CNI
$60.4B
| $67.5M | 0.63% | 922,994 +31,507 | +4% | +$2.3M |
|
25
Tractor Supply
TSCO
$32.7B
| $67.2M | 0.63% | 1,066,389 +9,990 | +0.9% | +$630K |
|