WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Return
46.92%
This Quarter Return
+1.8%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$38.9B
AUM Growth
-$3.62B
(-8.5%)
Cap. Flow
-$3.06B
Cap. Flow
% of AUM
-7.86%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| 1 |
Pinduoduo
PDD
|
$48M |
| 2 |
Tapestry
TPR
|
$37.5M |
| 3 |
HealthEquity
HQY
|
$20.2M |
| 4 |
AstraZeneca
AZN
|
$20.1M |
| 5 |
SAP
SAP
|
$17M |
Top Sells
| 1 |
GE Aerospace
GE
|
$462M |
| 2 |
GE Vernova
GEV
|
$436M |
| 3 |
Canadian Pacific Kansas City
CP
|
$392M |
| 4 |
Entegris
ENTG
|
$367M |
| 5 |
Booz Allen Hamilton
BAH
|
$282M |
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 18.67% |
| 4 | Healthcare | 15.21% |
| 5 | Industrials | 9.65% |
