WCM Investment Management Portfolio holdings
AUM $38.9B
AUM
$38.9B
AUM Growth
-$3.62B (-9%)
Cap. Flow
-$2.72B
Cap. Flow % of AUM
-6.98%
Top 10 Holdings %Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| 1 | $48M | |
| 2 | $37.5M | |
| 3 | $20.2M | |
| 4 | $20.1M | |
| 5 | $17M |
Top Sells
| 1 | $462M | |
| 2 | $436M | |
| 3 | $392M | |
| 4 | $367M | |
| 5 | $282M |
Sector Composition
| 1 | Technology | 25.18% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 18.67% |
| 4 | Healthcare | 15.21% |
| 5 | Industrials | 9.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.08M | 0.01% | 49,655 +12,539 | +34% | +$525K | |||
| $2.07M | 0.01% | 4,184 +255 | +6% | +$126K | |||
| $2.07M | 0.01% | 42,677 +13,499 | +46% | +$654K | |||
| $1.99M | 0.01% | 4,515 -368 | -8% | -$162K | |||
| $1.99M | 0.01% | 9,452 -3,529 | -27% | -$743K | |||
| $1.96M | 0.01% | 6,219 +274 | +5% | +$86.3K | |||
| $1.96M | 0.01% | 19,949 -3,685 | -16% | -$362K | |||
| $1.78M | 0% | 48,535 +3,536 | +8% | +$130K | |||
| $1.76M | 0% | 5,561 +45 | +0.8% | +$14.3K | |||
| $1.73M | 0% | 18,487 +4,821 | +35% | +$450K | |||
| $1.6M | 0% | 22,664 -313 | -1% | -$22K | |||
| $1.58M | 0% | 45,185 | – | – | |||
| $1.55M | 0% | 2,668 +17 | +0.6% | +$9.9K | |||
| $1.45M | 0% | 49,726 -1,186,136 | -96% | -$34.6M | |||
| $1.44M | 0% | 2,492 -1,129 | -31% | -$654K | |||
| $1.31M | 0% | 2,441 +19 | +0.8% | +$10.2K | |||
| $1.24M | 0% | 17,353 -187 | -1% | -$13.4K | |||
| $932K | 0% | 4,968 +991 | +25% | +$186K | |||
| $860K | 0% | 5,975 +62 | +1% | +$8.92K | |||
| $803K | 0% | 7,977 +75 | +1% | +$7.55K | |||
| $727K | 0% | 2,642 +526 | +25% | +$145K | |||
| $713K | 0% | 4,718 -116 | -2% | -$17.5K | |||
| $600K | 0% | 3,358 -87 | -3% | -$15.5K | |||
| $583K | 0% | 7,023 +479 | +7% | +$39.8K | |||
| $578K | 0% | 3,451 -91 | -3% | -$15.2K |
