StockDriftsStockDriftsTop 50 Wcm Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.74% | 9.33M | $2.95B | -5.01%(-491.60K) | $158.81(+173.38%) | 2026-03-31 | |
| SE | SEA LTD | 6.03% | 33.75M | $2.64B | +30.48%(+7.88M) | $83.30(+24.01%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.36% | 1.52M | $1.91B | -19.42%(-367.20K) | $340.30(+419.92%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 4.25% | 5.00M | $1.86B | +5.16%(+245.29K) | $87.84(+500.02%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 4.06% | 10.78M | $1.78B | -0.21%(-22.44K) | $168.48(+8.19%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 3.77% | 6.56M | $1.65B | -1.93%(-129.40K) | $92.02(+485.71%) | 2026-03-31 | |
| LIN | LINDE PLC | 3.69% | 3.23M | $1.62B | -1.19%(-39.06K) | $339.89(+60.83%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.6% | 4.35M | $1.58B | -15.67%(-808.02K) | $190.19(+331.22%) | 2026-03-31 | |
| IBN | ICICI BANK LIMITED | 3% | 52.24M | $1.32B | -2.00%(-1.07M) | $21.65(+36.20%) | 2026-03-31 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 2.85% | 16.08M | $1.25B | -1.37%(-222.62K) | $47.40(+85.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.74% | +43.29% |
| Top 20 Holdings Unweighted | +14.98% | +52.02% |
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