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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$613M
2
+$506M
3
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

1
+$985M
2
+$537M
3
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$307K ﹤0.01%
1,061
-19
277
$292K ﹤0.01%
1,686
+306
278
$280K ﹤0.01%
2,150
+366
279
$267K ﹤0.01%
2,469
-152
280
$253K ﹤0.01%
1,341
+396
281
$252K ﹤0.01%
+146
282
$247K ﹤0.01%
727
+31
283
$239K ﹤0.01%
+1,294
284
$228K ﹤0.01%
619
+105
285
$215K ﹤0.01%
+1,030
286
$210K ﹤0.01%
19,425
-2,240,619
287
$114K ﹤0.01%
+4,496
288
$57K ﹤0.01%
1,406
289
– –
-12,865
290
– –
-69,350
291
– –
-219,962
292
– –
-243,791
293
– –
-65,372
294
– –
-398,022
295
– –
-10,367
296
– –
-412,300
297
– –
-71,794
298
– –
-475,887
299
– –
-714,722
300
– –
-282,516
10 11
12
13 14