WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+12.31%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$28.5B
AUM Growth
+$28.5B
(+9.3%)
Cap. Flow
-$337M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9
Top Buys
| 1 |
Aon
AON
|
$898M |
| 2 |
Amphenol
APH
|
$105M |
| 3 |
Sherwin-Williams
SHW
|
$101M |
| 4 |
TSMC
TSM
|
$94.9M |
| 5 |
Mercado Libre
MELI
|
$94.9M |
Top Sells
| 1 |
Shopify
SHOP
|
$1.46B |
| 2 |
lululemon athletica
LULU
|
$938M |
| 3 |
West Pharmaceutical
WST
|
$51.3M |
| 4 |
NTUS
Natus Medical Inc
NTUS
|
$10.5M |
| 5 |
Topgolf Callaway Brands
MODG
|
$7.65M |
Sector Composition
| 1 | Technology | 31.8% |
| 2 | Healthcare | 25.3% |
| 3 | Consumer Discretionary | 16.67% |
| 4 | Industrials | 10.42% |
| 5 | Financials | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
TSMC
TSM
$1.2T
| $2.62B | 9.21% | 32,349,374 +1,170,341 | +4% | +$94.9M |
|
|
2
Mercado Libre
MELI
$125B
| $2.56B | 9% | 2,367,579 +87,645 | +4% | +$94.9M |
|
|
3
Shopify
SHOP
$184B
| $1.89B | 6.65% | 1,850,674 -1,430,405 | -44% | -$1.46B |
|
4
Canadian Pacific Kansas City
CP
$69.9B
| $1.86B | 6.54% | 6,115,963 +138,974 | +2% | +$42.3M |
|
5
Accenture
ACN
$162B
| $1.72B | 6.04% | 7,619,166 +187,016 | +3% | +$42.3M |
|
|
6
lululemon athletica
LULU
$24.2B
| $1.66B | 5.84% | 5,054,756 -2,847,325 | -36% | -$938M |
|
7
ASML
ASML
$292B
| $1.61B | 5.63% | 4,346,427 +101,923 | +2% | +$37.6M |
|
8
ResMed
RMD
$40.2B
| $1.49B | 5.23% | 8,690,493 +221,840 | +3% | +$38M |
|
9
Mettler-Toledo International
MTD
$26.8B
| $1.31B | 4.6% | 1,356,013 +43,143 | +3% | +$41.7M |
|
10
HDFC Bank
HDB
$182B
| $1.25B | 4.39% | 25,039,555 +633,513 | +3% | +$31.7M |
|
11
Steris
STE
$24.1B
| $1.14B | 4% | 6,468,936 +167,891 | +3% | +$29.6M |
|
|
12
Aon
AON
$79.1B
| $898M | 3.15% | +4,351,480 | New | +$898M |
|
13
Icon
ICLR
$13.8B
| $755M | 2.65% | 3,953,486 +72,295 | +2% | +$13.8M |
|
|
14
West Pharmaceutical
WST
$17.8B
| $377M | 1.32% | 1,372,960 -186,749 | -12% | -$51.3M |
|
15
Stryker
SYK
$150B
| $366M | 1.29% | 1,757,926 +146,039 | +9% | +$30.4M |
|
16
Visa
V
$683B
| $332M | 1.16% | 1,658,780 +137,485 | +9% | +$27.5M |
|
17
Alcon
ALC
$39.5B
| $310M | 1.09% | 5,444,352 +269,731 | +5% | +$15.4M |
|
18
Smith & Nephew
SNN
$16.3B
| $290M | 1.02% | 7,419,871 +389,176 | +6% | +$15.2M |
|
|
19
Sherwin-Williams
SHW
$91.2B
| $281M | 0.98% | 402,594 +144,427 | +56% | +$101M |
|
|
20
Amphenol
APH
$133B
| $279M | 0.98% | 2,572,456 +969,015 | +60% | +$105M |
|
21
Thermo Fisher Scientific
TMO
$186B
| $258M | 0.91% | 585,061 +49,250 | +9% | +$21.7M |
|
22
Graco
GGG
$14.1B
| $247M | 0.87% | 4,018,727 +326,846 | +9% | +$20.1M |
|
|
ANSS
23
DELISTED
Ansys
ANSS
| $246M | 0.86% | 750,589 +60,284 | +9% | +$19.7M |
|
24
Crown Castle
CCI
$43.2B
| $240M | 0.84% | 1,443,954 +119,558 | +9% | +$19.9M |
|
25
Ferrari
RACE
$85B
| $240M | 0.84% | 1,304,575 +61,792 | +5% | +$11.4M |
|