WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+14.7%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.1B
AUM Growth
+$42.1B
(+16%)
Cap. Flow
+$2.46B
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
120
Reduced
106
Closed
18
Top Buys
| 1 |
Nu Holdings
NU
|
$1.1B |
| 2 |
Coupang
CPNG
|
$765M |
| 3 |
monday.com
MNDY
|
$729M |
| 4 |
Applovin
APP
|
$497M |
| 5 |
Illumina
ILMN
|
$444M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$408M |
| 2 |
HEICO Class A
HEI.A
|
$207M |
| 3 |
Lam Research
LRCX
|
$112M |
| 4 |
Datadog
DDOG
|
$105M |
| 5 |
Visa
V
|
$93.3M |
Sector Composition
| 1 | Technology | 26.95% |
| 2 | Industrials | 18.5% |
| 3 | Financials | 18.34% |
| 4 | Healthcare | 17.66% |
| 5 | Consumer Discretionary | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Canadian Pacific Kansas City
CP
$69.9B
| $3.05B | 7.24% | 34,555,241 -558,476 | -2% | -$49.2M |
|
2
Icon
ICLR
$13.8B
| $2.26B | 5.36% | 6,717,813 -152,068 | -2% | -$51.1M |
|
3
Atlassian
TEAM
$46.6B
| $1.84B | 4.38% | 9,443,114 -197,422 | -2% | -$38.5M |
|
4
ICICI Bank
IBN
$113B
| $1.69B | 4.02% | 64,080,774 -985,283 | -2% | -$26M |
|
5
ASML
ASML
$292B
| $1.68B | 4% | 1,734,299 -43,751 | -2% | -$42.5M |
|
6
Linde
LIN
$224B
| $1.62B | 3.85% | 3,489,936 -63,857 | -2% | -$29.7M |
|
7
Waste Connections
WCN
$47.5B
| $1.62B | 3.84% | 9,399,601 -129,889 | -1% | -$22.3M |
|
8
Aon
AON
$79.1B
| $1.45B | 3.44% | 4,335,658 -102,636 | -2% | -$34.3M |
|
|
9
Mercado Libre
MELI
$125B
| $1.35B | 3.21% | 892,590 -270,134 | -23% | -$408M |
|
10
Arch Capital
ACGL
$34.2B
| $1.31B | 3.1% | 14,117,989 -361,030 | -2% | -$33.4M |
|
|
11
Nu Holdings
NU
$71.5B
| $1.19B | 2.83% | 99,965,627 +92,015,719 | +1,157% | +$1.1B |
|
12
Steris
STE
$24.1B
| $1.07B | 2.53% | 4,737,200 -112,934 | -2% | -$25.4M |
|
13
Accenture
ACN
$162B
| $1.04B | 2.47% | 2,996,085 -78,460 | -3% | -$27.2M |
|
14
GE Aerospace
GE
$292B
| $1.01B | 2.41% | 5,778,771 +1,722,597 | +42% | +$302M |
|
15
Amazon
AMZN
$2.44T
| $887M | 2.11% | 4,915,373 -10,072 | -0.2% | -$1.82M |
|
16
Arista Networks
ANET
$172B
| $884M | 2.1% | 3,049,416 +25,196 | +0.8% | +$7.31M |
|
17
Microsoft
MSFT
$3.77T
| $831M | 1.97% | 1,974,627 +12,688 | +0.6% | +$5.34M |
|
|
18
Coupang
CPNG
$52.1B
| $799M | 1.9% | 44,926,485 +43,015,433 | +2,251% | +$765M |
|
|
19
monday.com
MNDY
$9.95B
| $729M | 1.73% | +3,225,401 | New | +$729M |
|
20
Entegris
ENTG
$12.7B
| $720M | 1.71% | 5,122,052 -51,111 | -1% | -$7.18M |
|
21
NVIDIA
NVDA
$4.24T
| $719M | 1.71% | 795,462 +8,964 | +1% | +$8.1M |
|
22
Intuitive Surgical
ISRG
$170B
| $686M | 1.63% | 1,717,956 +17,150 | +1% | +$6.84M |
|
23
EPAM Systems
EPAM
$9.82B
| $677M | 1.61% | 2,451,959 -50,431 | -2% | -$13.9M |
|
|
24
Datadog
DDOG
$47.7B
| $673M | 1.6% | 5,444,203 -846,630 | -13% | -$105M |
|
25
Arthur J. Gallagher & Co
AJG
$77.6B
| $656M | 1.56% | 2,624,447 +14,366 | +0.6% | +$3.59M |
|