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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$940M
2
+$704M
3
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

1
+$442M
2
+$207M
3
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$289K ﹤0.01%
1,829
+109
227
$286K ﹤0.01%
1,428
-231
228
$278K ﹤0.01%
676
+6
229
$269K ﹤0.01%
687
+6
230
$267K ﹤0.01%
1,691
+107
231
$266K ﹤0.01%
5,038
+324
232
$259K ﹤0.01%
4,595
+619
233
$259K ﹤0.01%
1,488
+99
234
$242K ﹤0.01%
1,988
+129
235
$242K ﹤0.01%
5,586
+425
236
$233K ﹤0.01%
+513
237
$229K ﹤0.01%
+596
238
$227K ﹤0.01%
2,340
+179
239
$224K ﹤0.01%
+1,379
240
$219K ﹤0.01%
+3,273
241
$217K ﹤0.01%
884
+52
242
$216K ﹤0.01%
1,860
-206
243
$215K ﹤0.01%
4,299
+304
244
$213K ﹤0.01%
+1,301
245
$203K ﹤0.01%
2,557
+178
246
$62.1K ﹤0.01%
1,406
-23
247
$504 ﹤0.01%
5
-5,415
248
– –
-57,680
249
– –
-2,998
250
– –
-8,812
7 8 9
10
11