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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
CHEFChefs Whse Inc
Recent Activity
New Position
0.02%
$7.68M
183,733 shares@ $41.8 avg price
WIXWix Com Ltd
Recent Activity
New Position
0.02%
$5.027M
29,869 shares@ $168.31 avg price
SBSCompanhia De Saneamento Basi
Recent Activity
New Position
0.01%
$1.815M
109,627 shares@ $16.56 avg price
MDTMedtronic Plc
Recent Activity
New Position
0.01%
$1.739M
19,467 shares@ $89.32 avg price
CMECme Group Inc
Recent Activity
New Position
0.01%
$1.51M
6,916 shares@ $218.31 avg price
BKHBlack Hills Corp
Recent Activity
New Position
0.01%
$1.437M
23,539 shares@ $61.06 avg price
TEVATeva Pharmaceutical Inds Ltd
Recent Activity
New Position
0.01%
$1.051M
60,170 shares@ $17.46 avg price
EMNEastman Chem Co
Recent Activity
New Position
0.01%
$374,225
3,330 shares@ $112.38 avg price
HUYAHuya Inc
Recent Activity
New Position
0.01%
$321,818
63,475 shares@ $5.07 avg price
JKHYHenry Jack & Assoc Inc
Recent Activity
New Position
0.01%
$321,006
1,824 shares@ $176.0 avg price