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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$40.4M
3
+$23.9M
4
AAON icon
Aaon
AAON
+$20.3M
5
AZN icon
AstraZeneca
AZN
+$19.7M

Top Sells

1
+$502M
2
+$454M
3
+$429M
4
ENTG icon
Entegris
ENTG
+$417M
5
BAH icon
Booz Allen Hamilton
BAH
+$323M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.01%
49,655
+12,539
227
$2.07M 0.01%
4,184
+255
228
$2.07M 0.01%
42,677
+13,499
229
$1.99M 0.01%
4,515
-368
230
$1.99M 0.01%
9,452
-3,529
231
$1.96M 0.01%
6,219
+274
232
$1.96M 0.01%
19,949
-3,685
233
$1.78M ﹤0.01%
48,535
+3,536
234
$1.76M ﹤0.01%
5,561
+45
235
$1.73M ﹤0.01%
18,487
+4,821
236
$1.6M ﹤0.01%
22,664
-313
237
$1.58M ﹤0.01%
45,185
238
$1.55M ﹤0.01%
2,668
+17
239
$1.45M ﹤0.01%
49,726
-1,186,136
240
$1.44M ﹤0.01%
2,492
-1,129
241
$1.31M ﹤0.01%
2,441
+19
242
$1.24M ﹤0.01%
17,353
-187
243
$932K ﹤0.01%
4,968
+991
244
$860K ﹤0.01%
5,975
+62
245
$803K ﹤0.01%
7,977
+75
246
$727K ﹤0.01%
2,642
+526
247
$713K ﹤0.01%
4,718
-116
248
$600K ﹤0.01%
3,358
-87
249
$583K ﹤0.01%
7,023
+479
250
$578K ﹤0.01%
3,451
-91
8 9
10
11 12