WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
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
+$444M
2
+$249M
3
+$158M
4
CP icon
Canadian Pacific Kansas City
CP
+$146M
5
AMZN icon
Amazon
AMZN
+$144M

Top Sells

1
+$607M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$147M
5
TRI icon
Thomson Reuters
TRI
+$145M

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
– –
-8,229
228
$0 ﹤0.01%
1,359,718
229
– –
-479,041
230
– –
-339,894
6 7 8 9
10