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
$2.79B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.8M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$9.83M
5
TSM icon
TSMC
TSM
+$9.23M

Top Sells

1
+$116M
2
+$68M
3
+$48.7M
4
MMM icon
3M
MMM
+$10.9M
5
CAB
Cabela's Inc
CAB
+$10.8M

Sector Composition

1 Healthcare 14.95%
2 Technology 14.94%
3 Financials 14.09%
4 Industrials 12.82%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 0.57%
378,224
-12,636
27
$15.1M 0.54%
769,004
-26,495
28
$14.9M 0.53%
351,638
-11,568
29
$14.8M 0.53%
841,266
-27,209
30
$14.5M 0.52%
426,459
+6,474
31
$14.4M 0.52%
243,928
-8,722
32
$14.4M 0.52%
375,341
-11,287
33
$14.1M 0.51%
204,031
-7,475
34
$13.7M 0.49%
184,845
-6,674
35
$13.6M 0.49%
367,602
+2,718
36
$13.3M 0.48%
196,144
-7,588
37
$13.1M 0.47%
256,150
+113,098
38
$12.6M 0.45%
111,043
-2,952
39
$12.3M 0.44%
164,618
-5,905
40
$12.3M 0.44%
649,363
-23,092
41
$12.1M 0.43%
522,406
+4,001
42
$11.9M 0.43%
104,877
+809
43
$11.8M 0.42%
569,180
+294,556
44
$11.7M 0.42%
828,241
-32,288
45
$11.7M 0.42%
1,069,810
+573,969
46
$11.7M 0.42%
392,656
-14,489
47
$11.7M 0.42%
215,246
+39,905
48
$11.4M 0.41%
156,576
-5,263
49
$11.2M 0.4%
254,410
-9,511
50
$10.8M 0.39%
+314,500
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