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
$3.24B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$28.9M
3
+$25.9M
4
CNI icon
Canadian National Railway
CNI
+$25.2M
5
CB icon
Chubb
CB
+$20.9M

Top Sells

1
+$180M
2
+$17.3M
3
+$15.7M
4
HELE icon
Helen of Troy
HELE
+$12.3M
5
WNR
Western Refining Inc
WNR
+$7.25M

Sector Composition

1 Technology 19.58%
2 Industrials 17.71%
3 Financials 16.82%
4 Healthcare 13.13%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 0.6%
1,353,810
+350,939
27
$19.1M 0.59%
1,127,584
-46,087
28
$18.6M 0.57%
360,080
+2,070
29
$18.6M 0.57%
+144,098
30
$18.5M 0.57%
490,972
-4,524
31
$18.4M 0.57%
259,930
-2,431
32
$17.6M 0.54%
418,645
-172,559
33
$16.6M 0.51%
1,581,936
+538,121
34
$16.6M 0.51%
274,784
-11,329
35
$16.4M 0.51%
482,095
-18,720
36
$15.9M 0.49%
312,693
-13,182
37
$15.4M 0.47%
791,674
-29,896
38
$14.4M 0.44%
336,720
-12,676
39
$13.6M 0.42%
933,078
-34,223
40
$13.3M 0.41%
267,996
-9,864
41
$13.2M 0.41%
295,914
+13,124
42
$12.8M 0.4%
105,951
-4,114
43
$12.6M 0.39%
1,141,842
-27,502
44
$12.4M 0.38%
747,375
-14,138
45
$12.1M 0.37%
806,535
-28,755
46
$12M 0.37%
130,779
-693
47
$11.9M 0.37%
+685,577
48
$11.7M 0.36%
357,944
-10,587
49
$11.7M 0.36%
375,547
-14,056
50
$11.5M 0.36%
295,660
+140,544
1
2
3 4 5