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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GRALGrail Inc
| 0% | $672,824 44,382 shares@ $15.16 avg price | Exited |
EFGIshares Tr
| 0% | $63,466 619 shares@ $102.53 avg price | Exited |