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
$3.46B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$30.9M
3
+$23.5M
4
APH icon
Amphenol
APH
+$19.5M
5
IPGP icon
IPG Photonics
IPGP
+$18.4M

Top Sells

1
+$31.1M
2
+$29.2M
3
+$13.5M
4
RWT
Redwood Trust
RWT
+$12.4M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$11.2M

Sector Composition

1 Technology 23.03%
2 Financials 17.28%
3 Industrials 14.52%
4 Healthcare 13.39%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 0.6%
788,078
-38,646
27
$20.7M 0.6%
1,627,287
+45,351
28
$20.4M 0.59%
229,855
-30,628
29
$19.9M 0.57%
1,154,745
+27,161
30
$19.5M 0.56%
+1,448,492
31
$19.5M 0.56%
474,956
-16,016
32
$19.2M 0.56%
83,640
-31,458
33
$19.1M 0.55%
493,611
+11,516
34
$18.8M 0.54%
320,135
+7,442
35
$18.4M 0.53%
+245,600
36
$18.2M 0.52%
202,711
-69,135
37
$17.9M 0.52%
138,548
-5,550
38
$17.6M 0.51%
810,050
+18,376
39
$16.4M 0.47%
345,279
+8,559
40
$16.3M 0.47%
430,382
+11,737
41
$15.9M 0.46%
827,078
+20,543
42
$15.2M 0.44%
274,066
+6,070
43
$14.9M 0.43%
108,777
+2,826
44
$13.8M 0.4%
342,051
+10,420
45
$13.8M 0.4%
384,822
+9,275
46
$13.6M 0.39%
367,761
+9,138
47
$13.5M 0.39%
+1,014,198
48
$13.3M 0.38%
+491,822
49
$13.2M 0.38%
250,831
+7,109
50
$13.1M 0.38%
704,281
+18,704
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