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
301
– –
-24,874
302
– –
-9,082
303
– –
-111,128
304
– –
-23,566
9 10 11 12
13