WM
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WCM Mid Cap Quality Value Fund | WCMAXMutual Fund | |
| WCM Mid Cap Quality Value Fund | |
| Last update 2025-06-25 | 34 Stocks (0 new) |
| Value $4.00 Mil | Turnover 46 % |
WCM Mid Cap Quality Value Fund... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO | Brown & Brown Inc | 2,733 | 340.0 | +81.96% | 7.730 | +3.48% | 0.000 | -12.52% | +6.84% | 35,851.1 | Insurance | |
GDDY | GoDaddy Inc | 1,354 | 243.9 | +81.99% | 5.550 | +2.50% | 0.000 | -0.20% | -10.16% | 25,266.0 | Software | |
MOH | Molina Healthcare Inc | 570 | 187.8 | +82.11% | 4.270 | +1.93% | 0.000 | -32.18% | -17.68% | 12,985.2 | Healthcare Plans | |
JLL | Jones Lang LaSalle Inc | 729 | 180.7 | +81.80% | 4.110 | +1.85% | 0.000 | +12.34% | +2.96% | 12,373.6 | Real Estate | |
ESI | Element Solutions Inc | 7,033 | 159.0 | +81.97% | 3.620 | +1.63% | 0.000 | +19.67% | -4.98% | 5,820.1 | Chemicals | |
MAS | Masco Corp | 2,202 | 153.1 | +81.98% | 3.480 | +1.57% | 0.000 | +3.99% | -7.70% | 14,002.3 | Construction | |
CBRE | CBRE Group Inc | 1,148 | 150.1 | +81.93% | 3.410 | +1.54% | 0.000 | +15.62% | +9.06% | 42,682.7 | Real Estate | |
MKL | Markel Group Inc | 80 | 149.6 | +81.82% | 3.400 | +1.53% | 0.000 | +9.55% | +15.98% | 25,395.1 | Insurance | |
WH | Wyndham Hotels & Resorts Inc | 1,628 | 147.3 | +81.90% | 3.350 | +1.51% | 0.000 | -1.66% | -15.35% | 6,506.3 | Travel & Leisure | |
ENTG | Entegris Inc | 1,559 | 136.4 | +81.91% | 3.100 | +1.40% | 0.000 | +20.59% | -12.34% | 13,117.3 | Semiconductors |
WCM Mid Cap Quality Value Fund's Historical Top Holdings Breakdowns
WCM Mid Cap Quality Value Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRO | Brown & Brown Inc | 2025-03-31 | Add Add | +3.48% | 100.54 ($111.74) 124.4 | $108.70 | -2.72% | Add 81.96% | 2,733 | 1,231 | |
GDDY | GoDaddy Inc | 2025-03-31 | Add Add | +2.50% | 172.13 ($191.07) 214.35 | $177.32 | -7.20% | Add 81.99% | 1,354 | 610 | |
MOH | Molina Healthcare Inc | 2025-03-31 | Add Add | +1.93% | 266.57 ($302.06) 333.27 | $239.58 | -20.68% | Add 82.11% | 570 | 257 | |
JLL | Jones Lang LaSalle Inc | 2025-03-31 | Add Add | +1.85% | 238 ($263.11) 284.76 | $260.64 | -0.94% | Add 81.8% | 729 | 328 | |
RLI | RLI Corp | 2025-03-31 | Add Add | +1.82% | 71.75 ($76.09) 81.61 | $71.70 | -5.77% | Add 148.96% | 1,668 | 998 | |
ESI | Element Solutions Inc | 2025-03-31 | Add Add | +1.63% | 22.61 ($25.56) 27.55 | $24.00 | -6.10% | Add 81.97% | 7,033 | 3,168 | |
MAS | Masco Corp | 2025-03-31 | Add Add | +1.57% | 68.67 ($74.84) 81.85 | $66.38 | -11.30% | Add 81.98% | 2,202 | 992 | |
CBRE | CBRE Group Inc | 2025-03-31 | Add Add | +1.54% | 121.79 ($135.89) 147.13 | $143.18 | 5.36% | Add 81.93% | 1,148 | 517 | |
MKL | Markel Group Inc | 2025-03-31 | Add Add | +1.53% | 1660.14 ($1839.75) 2059.83 | $2,002.03 | 8.82% | Add 81.82% | 80 | 36 | |
WH | Wyndham Hotels & Resorts Inc | 2025-03-31 | Add Add | +1.51% | 87.72 ($101.42) 111.91 | $84.50 | -16.68% | Add 81.9% | 1,628 | 733 |
WCM Mid Cap Quality Value Fund Total Holding History ($B)
WCM Mid Cap Quality Value Fund's Asset Allocation
WCM Mid Cap Quality Value Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WCM Mid Cap Quality Value Fund's Hypothetical Growth since 2025-03-31
WCM Mid Cap Quality Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WCM Mid Cap Quality Value Fund's Holdings Heat Map
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WCM Mid Cap Quality Value Fund's Holdings Bubble Chart
WCM Mid Cap Quality Value Fund News
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