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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$416M
3
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

1
+$503M
2
+$494M
3
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN icon
Waste Connections
WCN
+$298M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M ﹤0.01%
13,664
+10,482
227
$1.54M ﹤0.01%
4,393
-1,551
228
$1.51M ﹤0.01%
+6,916
229
$1.51M ﹤0.01%
16,844
-9,601
230
$1.49M ﹤0.01%
11,098
+8,537
231
$1.47M ﹤0.01%
50,675
+39,085
232
$1.44M ﹤0.01%
+23,539
233
$1.43M ﹤0.01%
12,552
+29
234
$1.43M ﹤0.01%
5,870
+4,494
235
$1.42M ﹤0.01%
2,649
+644
236
$1.36M ﹤0.01%
10,917
+2,680
237
$1.3M ﹤0.01%
9,890
+7,480
238
$1.28M ﹤0.01%
12,865
-9,691
239
$1.28M ﹤0.01%
20,361
+14,798
240
$1.26M ﹤0.01%
13,974
+10,777
241
$1.26M ﹤0.01%
40,000
242
$1.26M ﹤0.01%
18,735
+14,526
243
$1.26M ﹤0.01%
6,505
+4,925
244
$1.24M ﹤0.01%
3,234
-68
245
$1.22M ﹤0.01%
25,727
-41
246
$1.22M ﹤0.01%
7,466
+5,829
247
$1.21M ﹤0.01%
4,164
-27
248
$1.2M ﹤0.01%
18,085
+14,088
249
$1.2M ﹤0.01%
16,945
+10,485
250
$1.18M ﹤0.01%
13,426
+7,667
8 9
10
11 12