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WCM SMID Quality Value Fund | WCMJXMutual Fund | |
| WCM SMID Quality Value Fund | |
| Last update 2025-06-25 | 35 Stocks (0 new) |
| Value $59.00 Mil | Turnover 4 % |
WCM SMID 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDDY | GoDaddy Inc | 18,526 | 3,337.3 | -1.82% | 5.660 | -0.10% | 0.010 | -1.78% | -14.52% | 24,040.6 | Software | |
BRO | Brown & Brown Inc | 21,368 | 2,658.2 | -27.73% | 4.510 | -1.27% | 0.010 | -11.29% | +2.07% | 34,248.2 | Insurance | |
ADUS | Addus HomeCare Corp | 26,350 | 2,605.8 | +29.01% | 4.420 | +0.99% | 0.140 | +5.71% | -14.62% | 1,969.3 | Healthcare Providers & Services | |
JLL | Jones Lang LaSalle Inc | 10,251 | 2,541.3 | -1.83% | 4.310 | -0.07% | 0.020 | +19.96% | +0.05% | 12,023.7 | Real Estate | |
BECN | Beacon Roofing Supply Inc | 19,194 | 2,374.3 | -1.82% | 4.030 | -0.05% | 0.030 | +4.87% | +22.24% | 7,718.6 | Industrial Distribution | |
EME | EMCOR Group Inc | 5,797 | 2,142.8 | -1.81% | 3.630 | -0.07% | 0.010 | +49.37% | +24.80% | 25,313.3 | Construction | |
ESI | Element Solutions Inc | 92,819 | 2,098.6 | -1.82% | 3.560 | -0.07% | 0.040 | +31.08% | -2.13% | 5,994.7 | Chemicals | |
APG | APi Group Corp | 86,345 | 2,058.4 | -1.82% | 3.490 | -0.06% | 0.020 | +49.91% | +45.00% | 14,438.6 | Construction | |
VRRM | Verra Mobility Corp | 90,570 | 2,038.7 | -1.82% | 3.460 | -0.06% | 0.060 | +15.63% | +1.90% | 3,928.3 | Software | |
ICUI | ICU Medical Inc | 14,657 | 2,035.3 | -1.82% | 3.450 | -0.06% | 0.060 | -11.68% | -21.07% | 3,014.2 | Medical Devices & Instruments |
WCM SMID Quality Value Fund's Historical Top Holdings Breakdowns
WCM SMID Quality Value Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMN | AMN Healthcare Services Inc | 2025-03-31 | Sold Out Sold Out | -2.20% | 23.07 ($25.68) 28.1 | $19.82 | -22.82% | Sold Out | 0 | -60,514 | |
GO | Grocery Outlet Holding Corp | 2025-03-31 | Sold Out Sold Out | -1.76% | 10.99 ($14.79) 17.37 | $13.77 | -6.90% | Sold Out | 0 | -74,219 | |
BRO | Brown & Brown Inc | 2025-03-31 | Reduce Reduce | -1.27% | 100.54 ($111.74) 124.4 | $103.84 | -7.07% | Reduce -27.73% | 21,368 | -8,197 | |
ADUS | Addus HomeCare Corp | 2025-03-31 | Add Add | +0.99% | 89.83 ($111.21) 135.92 | $107.03 | -3.76% | Add 29.01% | 26,350 | 5,925 | |
NSIT | Insight Enterprises Inc | 2025-03-31 | Add Add | +0.83% | 149.36 ($160.97) 174.13 | $139.39 | -13.41% | Add 37.52% | 12,008 | 3,276 | |
RLI | RLI Corp | 2025-03-31 | Add Add | +0.78% | 71.75 ($76.09) 81.61 | $70.25 | -7.68% | Add 33.81% | 22,721 | 5,741 | |
WTM | White Mountains Insurance Group Ltd | 2025-03-31 | Add Add | +0.63% | 1818.58 ($1882.39) 1983.07 | $1,816.20 | -3.52% | Add 24.13% | 993 | 193 | |
LSTR | Landstar System Inc | 2025-03-31 | Add Add | +0.57% | 146.63 ($161.16) 177.82 | $136.27 | -15.44% | Add 24.08% | 11,481 | 2,228 | |
GDDY | GoDaddy Inc | 2025-03-31 | Reduce Reduce | -0.10% | 172.13 ($191.07) 214.35 | $168.72 | -11.70% | Reduce -1.82% | 18,526 | -344 | |
EME | EMCOR Group Inc | 2025-03-31 | Reduce Reduce | -0.07% | 361.16 ($432.5) 535.99 | $565.56 | 30.77% | Reduce -1.81% | 5,797 | -107 |
WCM SMID Quality Value Fund Total Holding History ($B)
WCM SMID Quality Value Fund's Asset Allocation
WCM SMID 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 SMID Quality Value Fund's Hypothetical Growth since 2025-03-31
WCM SMID Quality Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WCM SMID Quality Value Fund's Holdings Heat Map
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WCM SMID Quality Value Fund's Holdings Bubble Chart
WCM SMID Quality Value Fund News
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