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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$487M
3
+$332M
4
GEV icon
GE Vernova
GEV
+$290M
5
SPOT icon
Spotify
SPOT
+$224M

Top Sells

1
+$523M
2
+$485M
3
+$447M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN icon
Waste Connections
WCN
+$292M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$265K ﹤0.01%
+3,081
277
$253K ﹤0.01%
+2,621
278
$249K ﹤0.01%
+945
279
$239K ﹤0.01%
+1,063
280
$229K ﹤0.01%
514
+23
281
$228K ﹤0.01%
1,683
-186
282
$226K ﹤0.01%
+7,140
283
$220K ﹤0.01%
+1,784
284
$213K ﹤0.01%
+2,076
285
$212K ﹤0.01%
+1,933
286
$207K ﹤0.01%
+1,068
287
$201K ﹤0.01%
+696
288
$71.1K ﹤0.01%
595
-1,044
289
$60.9K ﹤0.01%
1,406
290
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291
– –
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292
– –
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293
– –
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294
– –
-10,061
295
– –
-2,015,153
296
– –
-245,620
297
– –
-1,083,003
298
– –
-149,528
299
– –
-44,382
300
– –
-196,145
8 9 10 11
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