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David Joerger

@Wcm Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$44.124BTotal holdings289
Assets growth rate4.31%Assets growth rate (2-Q avg)2.43%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Wcm Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 289 positions.

Assets under management

The assets under management (AUM) of Wcm Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 44.124B in assets, with a quarterly growth rate of 4.31% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by David Joerger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ODFLOld Dominion Freight Line In
Recent Activity
Exited
0%
$351.382M
2.015M shares@ $174.38 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$230.42M
1.191M shares@ $193.46 avg price
TRIThomson Reuters Corp.
Recent Activity
Exited
0%
$184.641M
1.083M shares@ $170.5 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$27.491M
172,389 shares@ $159.48 avg price
JBTJohn Bean Technologies Corp
Recent Activity
Exited
0%
$19.024M
196,145 shares@ $97.0 avg price
PLNTPlanet Fitness Inc
Recent Activity
Exited
0%
$18.156M
245,620 shares@ $73.92 avg price
CBZCbiz Inc
Recent Activity
Exited
0%
$14.903M
202,136 shares@ $73.73 avg price
FIVEFive Below Inc
Recent Activity
Exited
0%
$12.048M
108,910 shares@ $110.62 avg price
LIFLife360 Inc
Recent Activity
Exited
0%
$4.768M
149,528 shares@ $31.9 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$3.102M
10,061 shares@ $308.3 avg price