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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$571K ﹤0.01%
1,954
+820
227
$539K ﹤0.01%
6,460
+1,593
228
$530K ﹤0.01%
4,007
+954
229
$503K ﹤0.01%
9,079
+3,910
230
$481K ﹤0.01%
2,416
+988
231
$477K ﹤0.01%
11,691
+4,593
232
$476K ﹤0.01%
8,920
+3,882
233
$454K ﹤0.01%
4,565
+1,984
234
$450K ﹤0.01%
2,329
+841
235
$424K ﹤0.01%
2,711
+882
236
$421K ﹤0.01%
5,759
+2,486
237
$413K ﹤0.01%
3,182
+993
238
$402K ﹤0.01%
2,757
+1,066
239
$401K ﹤0.01%
859
+346
240
$401K ﹤0.01%
5,125
+1,018
241
$392K ﹤0.01%
3,395
+1,407
242
$392K ﹤0.01%
10,236
+4,650
243
$369K ﹤0.01%
2,214
+835
244
$352K ﹤0.01%
4,509
+2,169
245
$348K ﹤0.01%
+2,561
246
$347K ﹤0.01%
+5,429
247
$341K ﹤0.01%
1,000
+404
248
$336K ﹤0.01%
2,410
+1,109
249
$326K ﹤0.01%
6,873
+2,574
250
$322K ﹤0.01%
+11,590
8 9
10
11 12