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
UNP icon
226
Union Pacific
UNP
$131B
– –
-14,230
UL icon
227
Unilever
UL
$149B
– –
-78,609
TXN icon
228
Texas Instruments
TXN
$145B
– –
-26,346
TTE icon
229
TotalEnergies
TTE
$132B
– –
-44,877
TROW icon
230
T. Rowe Price
TROW
$22.1B
– –
-37,262
SWK icon
231
Stanley Black & Decker
SWK
$10.3B
– –
-4,619
SRPT icon
232
Sarepta Therapeutics
SRPT
$1.7B
– –
-22,664
SPSC icon
233
SPS Commerce
SPSC
$3.06B
– –
-100,369
SNA icon
234
Snap-on
SNA
$17.6B
– –
-695
SGRY icon
235
Surgery Partners
SGRY
$2.82B
– –
-509,413
RHI icon
236
Robert Half
RHI
$2.58B
– –
-64,696
PSX icon
237
Phillips 66
PSX
$54.7B
– –
-23,395
PG icon
238
Procter & Gamble
PG
$344B
– –
-25,004
PFG icon
239
Principal Financial Group
PFG
$18B
– –
-7,023
PFE icon
240
Pfizer
PFE
$138B
– –
-125,964
PEP icon
241
PepsiCo
PEP
$195B
– –
-14,048
PAYX icon
242
Paychex
PAYX
$41.4B
– –
-4,718
OMC icon
243
Omnicom Group
OMC
$14.2B
– –
-4,470
O icon
244
Realty Income
O
$51.3B
– –
-73,666
NKE icon
245
Nike
NKE
$90.5B
– –
-33,482
MSM icon
246
MSC Industrial Direct
MSM
$4.82B
– –
-6,285
MDT icon
247
Medtronic
MDT
$116B
– –
-46,652
LYB icon
248
LyondellBasell Industries
LYB
$14.3B
– –
-35,200
LMT icon
249
Lockheed Martin
LMT
$112B
– –
-4,515
LECO icon
250
Lincoln Electric
LECO
$12.4B
– –
-1,926
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10
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