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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$316K ﹤0.01%
1,044
+368
252
$313K ﹤0.01%
+2,967
253
$307K ﹤0.01%
1,376
+492
254
$296K ﹤0.01%
1,319
+26
255
$292K ﹤0.01%
+5,563
256
$290K ﹤0.01%
+1,580
257
$271K ﹤0.01%
+3,197
258
$267K ﹤0.01%
4,209
+1,652
259
$266K ﹤0.01%
+3,997
260
$247K ﹤0.01%
1,869
+9
261
$230K ﹤0.01%
+1,382
262
$224K ﹤0.01%
+1,637
263
$219K ﹤0.01%
+4,659
264
$202K ﹤0.01%
491
-196
265
$185K ﹤0.01%
+1,639
266
$63.5K ﹤0.01%
+619
267
$57.3K ﹤0.01%
1,406
268
– –
-20,128
269
– –
-254,900
270
– –
-529,857
271
– –
-31,128
272
– –
-4,848,650
273
– –
-2,391
274
– –
-1,367,115
275
– –
-572,454
8 9 10
11
12