WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+5.99%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$43.3B
AUM Growth
+$43.3B
(+9.9%)
Cap. Flow
+$2.91B
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10
Top Buys
| 1 |
Atlassian
TEAM
|
$1.5B |
| 2 |
Icon
ICLR
|
$802M |
| 3 |
Repligen
RGEN
|
$361M |
| 4 |
Floor & Decor
FND
|
$355M |
| 5 |
Lam Research
LRCX
|
$297M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$897M |
| 2 |
Synopsys
SNPS
|
$294M |
| 3 |
Mercado Libre
MELI
|
$132M |
| 4 |
West Pharmaceutical
WST
|
$101M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$65.5M |
Sector Composition
| 1 | Technology | 37.18% |
| 2 | Healthcare | 25.21% |
| 3 | Consumer Discretionary | 15.3% |
| 4 | Industrials | 8.74% |
| 5 | Financials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
TSMC
TSM
$1.2T
| $2.91B | 6.73% | 26,061,675 +238,731 | +0.9% | +$26.7M |
|
|
2
Mercado Libre
MELI
$125B
| $2.76B | 6.39% | 1,645,245 -78,328 | -5% | -$132M |
|
3
Shopify
SHOP
$184B
| $2.76B | 6.37% | 2,032,150 +30,079 | +2% | +$40.8M |
|
4
ASML
ASML
$292B
| $2.67B | 6.18% | 3,588,739 -19,157 | -0.5% | -$14.3M |
|
5
ResMed
RMD
$40.2B
| $2.4B | 5.54% | 9,087,511 -18,599 | -0.2% | -$4.9M |
|
6
lululemon athletica
LULU
$24.2B
| $2.22B | 5.12% | 5,475,271 +40,332 | +0.7% | +$16.3M |
|
7
Canadian Pacific Kansas City
CP
$69.9B
| $2.09B | 4.82% | 32,046,704 +138,999 | +0.4% | +$9.04M |
|
8
Mettler-Toledo International
MTD
$26.8B
| $2.01B | 4.65% | 1,461,003 +14,217 | +1% | +$19.6M |
|
9
Accenture
ACN
$162B
| $1.94B | 4.48% | 6,054,521 -24,994 | -0.4% | -$8M |
|
|
10
Icon
ICLR
$13.8B
| $1.88B | 4.34% | 7,160,289 +3,062,366 | +75% | +$802M |
|
11
EPAM Systems
EPAM
$9.82B
| $1.75B | 4.04% | 3,060,268 -17,968 | -0.6% | -$10.3M |
|
|
12
Atlassian
TEAM
$46.6B
| $1.5B | 3.46% | +4,498,177 | New | +$1.5B |
|
13
Steris
STE
$24.1B
| $1.39B | 3.22% | 6,812,709 -41,826 | -0.6% | -$8.54M |
|
14
Aon
AON
$79.1B
| $1.31B | 3.03% | 4,587,280 -32,443 | -0.7% | -$9.27M |
|
|
15
HDFC Bank
HDB
$182B
| $1.22B | 2.83% | 16,728,218 -12,266,386 | -42% | -$897M |
|
16
Stryker
SYK
$150B
| $777M | 1.8% | 2,947,460 +225,808 | +8% | +$59.6M |
|
17
Thermo Fisher Scientific
TMO
$186B
| $616M | 1.42% | 1,077,869 +80,742 | +8% | +$46.1M |
|
|
18
West Pharmaceutical
WST
$17.8B
| $613M | 1.42% | 1,442,820 -237,453 | -14% | -$101M |
|
19
Sherwin-Williams
SHW
$91.2B
| $612M | 1.41% | 2,186,469 +173,014 | +9% | +$48.4M |
|
|
FRC
20
DELISTED
First Republic Bank
FRC
| $538M | 1.24% | 2,791,538 +211,905 | +8% | +$40.9M |
|
21
Old Dominion Freight Line
ODFL
$31.7B
| $528M | 1.22% | 1,845,732 +146,188 | +9% | +$41.8M |
|
22
Alcon
ALC
$39.5B
| $523M | 1.21% | 6,499,144 +168,233 | +3% | +$13.5M |
|
23
ServiceNow
NOW
$190B
| $503M | 1.16% | 808,335 +304,079 | +60% | +$189M |
|
24
Ferrari
RACE
$85B
| $499M | 1.15% | 2,386,044 +72,713 | +3% | +$15.2M |
|
25
Amphenol
APH
$133B
| $496M | 1.15% | 6,768,300 +474,679 | +8% | +$34.8M |
|