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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$576M
3
+$520M
4
CNQ icon
Canadian Natural Resources
CNQ
+$142M
5
UBS icon
UBS Group
UBS
+$141M

Top Sells

1
+$1.13B
2
+$532M
3
+$239M
4
CP icon
Canadian Pacific Kansas City
CP
+$237M
5
ICLR icon
Icon
ICLR
+$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K ﹤0.01%
+2,414
227
$258K ﹤0.01%
+1,720
228
$249K ﹤0.01%
+6,650
229
$248K ﹤0.01%
+1,584
230
$239K ﹤0.01%
670
+4
231
$239K ﹤0.01%
+1,389
232
$238K ﹤0.01%
+4,714
233
$228K ﹤0.01%
+5,161
234
$220K ﹤0.01%
+2,161
235
$219K ﹤0.01%
+2,016
236
$217K ﹤0.01%
+4,473
237
$214K ﹤0.01%
+681
238
$210K ﹤0.01%
+2,379
239
$205K ﹤0.01%
+832
240
$203K ﹤0.01%
+1,859
241
$202K ﹤0.01%
+3,995
242
$158K ﹤0.01%
883
+329
243
$153K ﹤0.01%
+2,998
244
$103K ﹤0.01%
+214
245
$72.4K ﹤0.01%
+459
246
$60.4K ﹤0.01%
1,429
247
$718 ﹤0.01%
+14
248
$690 ﹤0.01%
+7
249
$586 ﹤0.01%
+5
250
– –
-33,224
7 8 9
10
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