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
326
– –
-40,000
327
– –
-182,000
328
– –
-209,302
329
– –
-54,795
330
– –
-209,754
331
– –
-3,500
332
– –
-426,255
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