WCM Investment Management Portfolio holdings
AUM $38.9B
AUM
$38.9B
AUM Growth
-$3.62B (-9%)
Cap. Flow
-$2.72B
Cap. Flow % of AUM
-6.98%
Top 10 Holdings %Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| 1 | $48M | |
| 2 | $37.5M | |
| 3 | $20.2M | |
| 4 | $20.1M | |
| 5 | $17M |
Top Sells
| 1 | $462M | |
| 2 | $436M | |
| 3 | $392M | |
| 4 | $367M | |
| 5 | $282M |
Sector Composition
| 1 | Technology | 25.18% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $541K | 0% | 1,677 +616 | +58% | +$199K | |||
| $495K | 0% | 3,671 -339 | -8% | -$45.8K | |||
| $493K | 0% | 4,872 -115 | -2% | -$11.6K | |||
| $488K | 0% | 6,285 -90 | -1% | -$6.99K | |||
| $484K | 0% | 3,309 -78 | -2% | -$11.4K | |||
| $471K | 0% | 5,413 -176 | -3% | -$15.3K | |||
| $438K | 0% | 3,387 +1,237 | +58% | +$160K | |||
| $436K | 0% | 235 +89 | +61% | +$165K | |||
| $429K | 0% | 2,656 +970 | +58% | +$157K | |||
| $395K | 0% | 425 | New | +$395K | |||
| $367K | 0% | 1,926 -49 | -2% | -$9.33K | |||
| $359K | 0% | 4,470 -91 | -2% | -$7.3K | |||
| $353K | 0% | 4,619 -139 | -3% | -$10.6K | |||
| $349K | 0% | 27,035 +7,610 | +39% | +$98.2K | |||
| $347K | 0% | 1,592 | New | +$347K | |||
| $346K | 0% | 571 | New | +$346K | |||
| $336K | 0% | 980 +361 | +58% | +$124K | |||
| $317K | 0% | 5,403 -535 | -9% | -$31.4K | |||
| $302K | 0% | 3,373 -599 | -15% | -$53.6K | |||
| $298K | 0% | 9,806 -409 | -4% | -$12.4K | |||
| $294K | 0% | 1,623 +593 | +58% | +$107K | |||
| $262K | 0% | 1,274 -67 | -5% | -$13.8K | |||
| $243K | 0% | 4,236 | New | +$243K | |||
| $229K | 0% | 695 -32 | -4% | -$10.5K | |||
| $226K | 0% | 2,355 -114 | -5% | -$11K |
