WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+23.81%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$36.8B
AUM Growth
+$36.8B
(+29%)
Cap. Flow
+$2.29B
Cap. Flow
% of AUM
6.23%
Top 10 Holdings %
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6
Top Buys
| 1 |
HDFC Bank
HDB
|
$701M |
| 2 |
Synopsys
SNPS
|
$265M |
| 3 |
Nike
NKE
|
$257M |
| 4 |
Mercado Libre
MELI
|
$176M |
| 5 |
Church & Dwight Co
CHD
|
$134M |
Top Sells
| 1 |
Crown Castle
CCI
|
$229M |
| 2 |
Illumina
ILMN
|
$199M |
| 3 |
Cooper Companies
COO
|
$165M |
| 4 |
Boston Scientific
BSX
|
$139M |
| 5 |
ANSS
Ansys
ANSS
|
$72M |
Sector Composition
| 1 | Technology | 32.16% |
| 2 | Healthcare | 21.97% |
| 3 | Consumer Discretionary | 18.62% |
| 4 | Financials | 12.33% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Mercado Libre
MELI
$125B
| $4.14B | 11.26% | 2,472,811 +105,232 | +4% | +$176M |
|
2
TSMC
TSM
$1.2T
| $3.64B | 9.9% | 33,404,614 +1,055,240 | +3% | +$115M |
|
|
3
HDFC Bank
HDB
$182B
| $2.51B | 6.83% | 34,742,685 +9,703,130 | +39% | +$701M |
|
4
Shopify
SHOP
$184B
| $2.19B | 5.96% | 1,936,577 +85,903 | +5% | +$97.2M |
|
5
ASML
ASML
$292B
| $2.15B | 5.83% | 4,398,827 +52,400 | +1% | +$25.6M |
|
6
Canadian Pacific Kansas City
CP
$69.9B
| $2.14B | 5.83% | 6,186,833 +70,870 | +1% | +$24.6M |
|
7
Accenture
ACN
$162B
| $2.02B | 5.49% | 7,733,751 +114,585 | +2% | +$29.9M |
|
8
ResMed
RMD
$40.2B
| $1.88B | 5.1% | 8,821,570 +131,077 | +2% | +$27.9M |
|
9
lululemon athletica
LULU
$24.2B
| $1.82B | 4.95% | 5,230,699 +175,943 | +3% | +$61.2M |
|
10
Mettler-Toledo International
MTD
$26.8B
| $1.6B | 4.35% | 1,403,182 +47,169 | +3% | +$53.8M |
|
11
Steris
STE
$24.1B
| $1.25B | 3.4% | 6,592,382 +123,446 | +2% | +$23.4M |
|
12
Aon
AON
$79.1B
| $937M | 2.55% | 4,433,474 +81,994 | +2% | +$17.3M |
|
13
Icon
ICLR
$13.8B
| $775M | 2.11% | 3,976,550 +23,064 | +0.6% | +$4.5M |
|
14
Stryker
SYK
$150B
| $509M | 1.38% | 2,076,640 +318,714 | +18% | +$78.1M |
|
15
West Pharmaceutical
WST
$17.8B
| $457M | 1.24% | 1,613,372 +240,412 | +18% | +$68.1M |
|
16
Visa
V
$683B
| $427M | 1.16% | 1,953,946 +295,166 | +18% | +$64.6M |
|
17
Amphenol
APH
$133B
| $398M | 1.08% | 3,046,818 +474,362 | +18% | +$62M |
|
18
Alcon
ALC
$39.5B
| $377M | 1.02% | 5,713,299 +268,947 | +5% | +$17.7M |
|
|
FRC
19
DELISTED
First Republic Bank
FRC
| $364M | 0.99% | 2,480,177 +360,733 | +17% | +$53M |
|
20
Sherwin-Williams
SHW
$91.2B
| $351M | 0.95% | 476,975 +74,381 | +18% | +$54.7M |
|
21
Graco
GGG
$14.1B
| $341M | 0.93% | 4,708,607 +689,880 | +17% | +$49.9M |
|
22
Idexx Laboratories
IDXX
$51.8B
| $320M | 0.87% | 640,489 +94,215 | +17% | +$47.1M |
|
23
Thermo Fisher Scientific
TMO
$186B
| $320M | 0.87% | 687,006 +101,945 | +17% | +$47.5M |
|
24
Smith & Nephew
SNN
$16.3B
| $319M | 0.87% | 7,566,531 +146,660 | +2% | +$6.18M |
|
25
Ferrari
RACE
$85B
| $313M | 0.85% | 1,362,346 +57,771 | +4% | +$13.3M |
|