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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 | -4.18% | +5.97% | 35,557.6 | Insurance | |
GDDY | GoDaddy Inc | 1,354 | 243.9 | +81.99% | 5.550 | +2.50% | 0.000 | +9.92% | -9.52% | 25,447.0 | Software | |
MOH | Molina Healthcare Inc | 570 | 187.8 | +82.11% | 4.270 | +1.93% | 0.000 | -31.66% | -20.08% | 12,607.5 | Healthcare Plans | |
JLL | Jones Lang LaSalle Inc | 729 | 180.7 | +81.80% | 4.110 | +1.85% | 0.000 | +20.40% | +2.11% | 12,270.6 | Real Estate | |
ESI | Element Solutions Inc | 7,033 | 159.0 | +81.97% | 3.620 | +1.63% | 0.000 | +34.60% | -2.36% | 5,980.2 | Chemicals | |
MAS | Masco Corp | 2,202 | 153.1 | +81.98% | 3.480 | +1.57% | 0.000 | +7.65% | -9.20% | 13,774.5 | Construction | |
CBRE | CBRE Group Inc | 1,148 | 150.1 | +81.93% | 3.410 | +1.54% | 0.000 | +21.67% | +8.57% | 42,491.9 | Real Estate | |
MKL | Markel Group Inc | 80 | 149.6 | +81.82% | 3.400 | +1.53% | 0.000 | +18.36% | +15.08% | 25,199.4 | Insurance | |
WH | Wyndham Hotels & Resorts Inc | 1,628 | 147.3 | +81.90% | 3.350 | +1.51% | 0.000 | +6.34% | -15.65% | 6,483.2 | Travel & Leisure | |
ENTG | Entegris Inc | 1,559 | 136.4 | +81.91% | 3.100 | +1.40% | 0.000 | +24.34% | -16.02% | 12,566.2 | 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 | $107.81 | -3.52% | Add 81.96% | 2,733 | 1,231 | |
GDDY | GoDaddy Inc | 2025-03-31 | Add Add | +2.50% | 172.13 ($191.07) 214.35 | $178.59 | -6.53% | Add 81.99% | 1,354 | 610 | |
MOH | Molina Healthcare Inc | 2025-03-31 | Add Add | +1.93% | 266.57 ($302.06) 333.27 | $232.61 | -22.99% | Add 82.11% | 570 | 257 | |
JLL | Jones Lang LaSalle Inc | 2025-03-31 | Add Add | +1.85% | 238 ($263.11) 284.76 | $258.47 | -1.76% | Add 81.8% | 729 | 328 | |
RLI | RLI Corp | 2025-03-31 | Add Add | +1.82% | 71.75 ($76.09) 81.61 | $71.19 | -6.44% | Add 148.96% | 1,668 | 998 | |
ESI | Element Solutions Inc | 2025-03-31 | Add Add | +1.63% | 22.61 ($25.56) 27.55 | $24.66 | -3.52% | Add 81.97% | 7,033 | 3,168 | |
MAS | Masco Corp | 2025-03-31 | Add Add | +1.57% | 68.67 ($74.84) 81.85 | $65.30 | -12.75% | Add 81.98% | 2,202 | 992 | |
CBRE | CBRE Group Inc | 2025-03-31 | Add Add | +1.54% | 121.79 ($135.89) 147.13 | $142.54 | 4.89% | Add 81.93% | 1,148 | 517 | |
MKL | Markel Group Inc | 2025-03-31 | Add Add | +1.53% | 1660.14 ($1839.75) 2059.83 | $1,986.60 | 7.98% | Add 81.82% | 80 | 36 | |
WH | Wyndham Hotels & Resorts Inc | 2025-03-31 | Add Add | +1.51% | 87.72 ($101.42) 111.91 | $84.20 | -16.98% | Add 81.9% | 1,628 | 733 |
WCM Mid Cap Quality Value Fund Total Holding History ($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 % |
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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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