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
$2.77B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.3M
3
+$42.4M
4
CNI icon
Canadian National Railway
CNI
+$39.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$31.3M

Top Sells

1
+$26M
2
+$2.7M
3
+$2.63M
4
TITN icon
Titan Machinery
TITN
+$2.54M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.28M

Sector Composition

1 Financials 15.04%
2 Technology 13.62%
3 Industrials 13.35%
4 Healthcare 10.55%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 0.6%
1,003,495
-97,114
27
$16.2M 0.58%
581,210
+505,527
28
$15.9M 0.57%
823,125
-73,131
29
$15.8M 0.57%
341,581
-33,009
30
$14.8M 0.53%
191,519
-18,556
31
$14.8M 0.53%
386,628
-39,081
32
$14.3M 0.52%
364,884
+319,578
33
$13.7M 0.5%
860,529
-83,828
34
$13.7M 0.49%
+672,455
35
$13.6M 0.49%
868,475
+683,188
36
$12.9M 0.46%
+363,206
37
$12.9M 0.46%
419,985
+366,310
38
$12.5M 0.45%
113,995
-11,041
39
$12.5M 0.45%
170,523
-15,843
40
$12.2M 0.44%
144,336
+120,080
41
$12.1M 0.44%
104,068
+86,235
42
$12M 0.43%
518,405
+450,976
43
$11.9M 0.43%
161,839
-15,390
44
$11.8M 0.43%
407,145
-38,146
45
$11.7M 0.42%
100,048
+82,064
46
$11.1M 0.4%
263,921
-24,787
47
$10.8M 0.39%
162,245
-15,699
48
$10.7M 0.39%
596,515
-52,247
49
$10.7M 0.38%
614,925
-54,907
50
$10.6M 0.38%
203,732
-19,257
1
2
3 4 5