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
$4.01B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$66M
3
+$51.3M
4
ST icon
Sensata Technologies
ST
+$49.7M
5
CP icon
Canadian Pacific Kansas City
CP
+$48.1M

Top Sells

1
+$14.4M
2
+$13.7M
3
+$6.83M
4
SAFT icon
Safety Insurance
SAFT
+$6.49M
5
ACAS
American Capital Ltd
ACAS
+$6.44M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.78%
3 Financials 12.71%
4 Industrials 12.1%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.3M 0.51%
962,672
+440,266
27
$20.2M 0.5%
175,157
+80,464
28
$19.8M 0.49%
+115,681
29
$19.6M 0.49%
578,476
+263,976
30
$19.2M 0.48%
495,496
+227,634
31
$18.6M 0.46%
262,809
+139,609
32
$18.2M 0.45%
262,361
+119,143
33
$17.5M 0.44%
500,815
-3,870
34
$17.3M 0.43%
368,531
-9,693
35
$16.1M 0.4%
1,002,871
-3,182
36
$15.9M 0.4%
325,875
-2,403
37
$15.7M 0.39%
182,287
+83,407
38
$15.4M 0.38%
967,301
-6,510
39
$14.8M 0.37%
761,513
-23,167
40
$14.8M 0.37%
349,396
-2,242
41
$14.6M 0.36%
821,570
-6,671
42
$14.5M 0.36%
766,755
-2,249
43
$14.4M 0.36%
372,508
-2,833
44
$14.3M 0.36%
+131,472
45
$14.1M 0.35%
835,290
-5,976
46
$13.7M 0.34%
+1,169,344
47
$13.3M 0.33%
163,297
-1,321
48
$13M 0.33%
110,065
-978
49
$13M 0.32%
194,539
-1,605
50
$12.4M 0.31%
389,603
-3,053
1
2
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