WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+9.59%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.5B
AUM Growth
+$42.5B
(-3.6%)
Cap. Flow
-$2.5B
Cap. Flow
% of AUM
-5.88%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
110
Reduced
131
Closed
44
Top Buys
| 1 |
GoDaddy
GDDY
|
$669M |
| 2 |
Sea Limited
SE
|
$512M |
| 3 |
Arista Networks
ANET
|
$503M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$436M |
| 5 |
SAP
SAP
|
$290M |
Top Sells
| 1 |
Applovin
APP
|
$1.31B |
| 2 |
Floor & Decor
FND
|
$537M |
| 3 |
Aon
AON
|
$515M |
| 4 |
EPAM Systems
EPAM
|
$447M |
| 5 |
Thermo Fisher Scientific
TMO
|
$439M |
Sector Composition
| 1 | Technology | 23.94% |
| 2 | Financials | 16.94% |
| 3 | Consumer Discretionary | 15.77% |
| 4 | Healthcare | 14.31% |
| 5 | Industrials | 12.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Sea Limited
SE
$110B
| $2.76B | 6.49% | 25,663,667 +4,761,289 | +23% | +$512M |
|
|
2
Applovin
APP
$162B
| $2.32B | 5.46% | 6,927,558 -3,892,851 | -36% | -$1.31B |
|
3
TSMC
TSM
$1.2T
| $1.94B | 4.56% | 9,674,965 -63,216 | -0.6% | -$12.7M |
|
4
Spotify
SPOT
$140B
| $1.71B | 4.03% | 3,789,283 -84,342 | -2% | -$38.1M |
|
5
Canadian Pacific Kansas City
CP
$69.9B
| $1.63B | 3.82% | 22,598,823 -1,571,164 | -7% | -$113M |
|
6
ICICI Bank
IBN
$113B
| $1.62B | 3.8% | 53,688,823 -9,312,231 | -15% | -$281M |
|
7
Linde
LIN
$224B
| $1.39B | 3.27% | 3,329,891 -94,354 | -3% | -$39.4M |
|
8
Icon
ICLR
$13.8B
| $1.33B | 3.12% | 6,334,890 -319,367 | -5% | -$67M |
|
9
Amazon
AMZN
$2.44T
| $1.29B | 3.03% | 5,816,137 -56,552 | -1% | -$12.5M |
|
10
Arch Capital
ACGL
$34.2B
| $1.23B | 2.9% | 13,426,213 -507,285 | -4% | -$46.6M |
|
11
Coupang
CPNG
$52.1B
| $1.1B | 2.59% | 49,608,511 -2,049,065 | -4% | -$45.5M |
|
12
Waste Connections
WCN
$47.5B
| $1.09B | 2.56% | 6,365,380 -1,327,001 | -17% | -$227M |
|
13
ASML
ASML
$292B
| $1.08B | 2.55% | 1,557,144 -48,995 | -3% | -$34.1M |
|
14
Atlassian
TEAM
$46.6B
| $1.07B | 2.51% | 4,319,405 -146,835 | -3% | -$36.3M |
|
15
monday.com
MNDY
$9.95B
| $956M | 2.25% | 4,061,614 -131,943 | -3% | -$31M |
|
16
Steris
STE
$24.1B
| $922M | 2.17% | 4,497,191 -183,346 | -4% | -$37.6M |
|
17
GE Aerospace
GE
$292B
| $915M | 2.15% | 5,445,987 -96,912 | -2% | -$16.3M |
|
18
Mercado Libre
MELI
$125B
| $860M | 2.02% | 499,405 -34,466 | -6% | -$59.3M |
|
19
NVIDIA
NVDA
$4.24T
| $837M | 1.97% | 6,086,338 -27,553 | -0.5% | -$3.79M |
|
20
Nu Holdings
NU
$71.5B
| $832M | 1.96% | 78,151,351 -21,880,446 | -22% | -$233M |
|
21
Microsoft
MSFT
$3.77T
| $811M | 1.91% | 1,908,720 -11,008 | -0.6% | -$4.68M |
|
|
22
Aon
AON
$79.1B
| $732M | 1.72% | 2,045,778 -1,439,806 | -41% | -$515M |
|
23
GE Vernova
GEV
$167B
| $683M | 1.61% | 2,068,138 -492,110 | -19% | -$163M |
|
|
24
GoDaddy
GDDY
$20.5B
| $679M | 1.6% | 3,404,066 +3,356,678 | +7,083% | +$669M |
|
|
25
Arista Networks
ANET
$172B
| $675M | 1.59% | 6,053,181 +4,512,166 | +293% | +$503M |
|