WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.1B
1-Year Est. Return 55.71%
This Quarter Est. Return
1 Year Est. Return
+55.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-151,103
227
– –
-9,258
228
$0 ﹤0.01%
1,359,718
229
– –
-479,041
230
– –
-339,894
6 7 8 9
10