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
251
$541K ﹤0.01%
1,677
+616
252
$495K ﹤0.01%
3,671
-339
253
$493K ﹤0.01%
4,872
-115
254
$488K ﹤0.01%
6,285
-90
255
$484K ﹤0.01%
3,309
-78
256
$471K ﹤0.01%
5,413
-176
257
$438K ﹤0.01%
3,387
+1,237
258
$436K ﹤0.01%
235
+89
259
$429K ﹤0.01%
2,656
+970
260
$395K ﹤0.01%
+425
261
$367K ﹤0.01%
1,926
-49
262
$359K ﹤0.01%
4,470
-91
263
$353K ﹤0.01%
4,619
-139
264
$349K ﹤0.01%
27,035
+7,610
265
$347K ﹤0.01%
+1,592
266
$346K ﹤0.01%
+571
267
$336K ﹤0.01%
980
+361
268
$317K ﹤0.01%
5,403
-535
269
$302K ﹤0.01%
3,373
-599
270
$298K ﹤0.01%
9,806
-409
271
$294K ﹤0.01%
1,623
+593
272
$262K ﹤0.01%
1,274
-67
273
$243K ﹤0.01%
+4,236
274
$229K ﹤0.01%
695
-32
275
$226K ﹤0.01%
2,355
-114
9 10
11
12 13