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
$43.8B
AUM Growth
+$4.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$934M
3
+$154M
4
SE icon
Sea Limited
SE
+$106M
5
TSM icon
TSMC
TSM
+$74.2M

Top Sells

1
+$895M
2
+$585M
3
+$574M
4
ANET icon
Arista Networks
ANET
+$471M
5
DDOG icon
Datadog
DDOG
+$279M

Sector Composition

1 Technology 20.86%
2 Consumer Discretionary 20.41%
3 Financials 20.25%
4 Communication Services 10.49%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFR icon
226
Cullen/Frost Bankers
CFR
$8.25B
– –
-47,220
CGNX icon
227
Cognex
CGNX
$6.17B
– –
-344,756
CHRW icon
228
C.H. Robinson
CHRW
$19.7B
– –
-4,872
CLX icon
229
Clorox
CLX
$12B
– –
-3,309
CMA icon
230
Comerica
CMA
$11.3B
– –
-5,403
CMCSA icon
231
Comcast
CMCSA
$108B
– –
-108,623
CME icon
232
CME Group
CME
$97B
– –
-22,039
COR icon
233
Cencora
COR
$66.1B
– –
-2,642
COST icon
234
Costco
COST
$380B
– –
-425
CSCO icon
235
Cisco
CSCO
$310B
– –
-85,982
CVX icon
236
Chevron
CVX
$295B
– –
-26,409
DCGO icon
237
DocGo
DCGO
$87.1M
– –
-3,238,109
DDOG icon
238
Datadog
DDOG
$49.2B
– –
-2,759,645
DEO icon
239
Diageo
DEO
$49.6B
– –
-23,046
DGX icon
240
Quest Diagnostics
DGX
$19.6B
– –
-3,451
DVN icon
241
Devon Energy
DVN
$22.5B
– –
-48,535
EMN icon
242
Eastman Chemical
EMN
$7.25B
– –
-5,413
ESGE icon
243
iShares ESG Aware MSCI EM ETF
ESGE
$5.49B
– –
-45,185
ETR icon
244
Entergy
ETR
$40.9B
– –
-72,290
GD icon
245
General Dynamics
GD
$91.7B
– –
-15,556
GTLS icon
246
Chart Industries
GTLS
$9.26B
– –
-118,454
HALO icon
247
Halozyme
HALO
$7.92B
– –
-283,957
HD icon
248
Home Depot
HD
$343B
– –
-7,909
HII icon
249
Huntington Ingalls Industries
HII
$13.2B
– –
-1,274
HRL icon
250
Hormel Foods
HRL
$13B
– –
-9,806
8 9
10
11 12