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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
ADUSAddus Homecare Corp
Recent Activity
Increased 2.88%
0.15%
$65.25M
498,279 shares@ $130.95 avg price
VRRMVerra Mobility Corp
Recent Activity
Increased 3.26%
0.13%
$57.15M
2.055M shares@ $27.82 avg price
BZKanzhun Limited
Recent Activity
Increased 109.35%
0.13%
$54.251M
3.158M shares@ $17.19 avg price
ESIElement Solutions Inc
Recent Activity
Increased 2.28%
0.12%
$50.173M
1.858M shares@ $27.02 avg price
PLUSEplus Inc
Recent Activity
Increased 3.3%
0.11%
$47.407M
479,731 shares@ $98.82 avg price
BECNBeacon Roofing Supply Inc
Recent Activity
Increased 1.56%
0.11%
$46.052M
524,985 shares@ $87.72 avg price
ICUIIcu Med Inc
Recent Activity
Increased 1.34%
0.11%
$45.272M
259,481 shares@ $174.47 avg price
FTAIFtai Aviation Ltd
Recent Activity
Increased 0.65%
0.1%
$41.7M
321,887 shares@ $129.56 avg price
ENSGEnsign Group Inc
Recent Activity
Increased 1.19%
0.09%
$39.073M
271,133 shares@ $144.12 avg price
FIXComfort Sys Usa Inc
Recent Activity
Increased 16.49%
0.09%
$38.833M
99,553 shares@ $390.08 avg price