test

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
TCOMTrip Com Group Ltd
Recent Activity
Increased 0.17%
0.09%
$38.1M
621,338 shares@ $61.32 avg price
HLMNHillman Solutions Corp
Recent Activity
Increased 1.53%
0.08%
$34.724M
3.276M shares@ $10.6 avg price
CWKCushman Wakefield Plc
Recent Activity
Increased 3.43%
0.08%
$34.591M
2.534M shares@ $13.65 avg price
DORMDorman Prods Inc
Recent Activity
Increased 2.29%
0.08%
$34.372M
302,620 shares@ $113.59 avg price
HAYWHayward Hldgs Inc
Recent Activity
Increased 2.17%
0.08%
$31.152M
2.041M shares@ $15.26 avg price
LSTRLandstar Sys Inc
Recent Activity
Increased 2.93%
0.07%
$29.97M
160,327 shares@ $186.93 avg price
CSWICsw Industrials Inc
Recent Activity
Increased 3.85%
0.07%
$29.412M
79,553 shares@ $369.72 avg price
ASHAshland Inc
Recent Activity
Increased 2.59%
0.06%
$26.045M
297,218 shares@ $87.63 avg price
WHWyndham Hotels & Resorts Inc
Recent Activity
Increased 1.95%
0.06%
$26.044M
322,363 shares@ $80.8 avg price
AZEKAzek Co Inc
Recent Activity
Increased 2.24%
0.06%
$25.232M
539,494 shares@ $46.77 avg price