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
$4.44B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$144M
3
+$111M
4
ASML icon
ASML
ASML
+$105M
5
CB icon
Chubb
CB
+$101M

Top Sells

1
+$271M
2
+$164M
3
+$22.1M
4
MON
Monsanto Co
MON
+$20.8M
5
AMZN icon
Amazon
AMZN
+$14.9M

Sector Composition

1 Technology 29.02%
2 Financials 19.05%
3 Healthcare 16.71%
4 Industrials 9.68%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.1M 0.5%
258,999
+14,257
27
$22M 0.5%
860,440
+43,661
28
$21.7M 0.49%
233,446
+7,063
29
$21.3M 0.48%
+292,780
30
$21.1M 0.47%
786,120
-4,705
31
$21M 0.47%
1,445,592
-9,996
32
$19.7M 0.44%
450,955
+23,160
33
$19.5M 0.44%
1,703,788
+90,343
34
$19.4M 0.44%
213,103
+11,195
35
$19.1M 0.43%
218,811
-2,648
36
$18.8M 0.42%
354,993
+16,587
37
$18.1M 0.41%
113,820
+6,235
38
$17.7M 0.4%
377,265
+22,206
39
$17.5M 0.39%
84,500
+349
40
$16.3M 0.37%
136,407
-1,598
41
$15.4M 0.35%
1,072,082
+60,138
42
$15M 0.34%
260,571
-2,832,565
43
$15M 0.34%
317,970
+16,899
44
$15M 0.34%
738,272
+39,457
45
$14.9M 0.34%
382,918
+19,382
46
$14.9M 0.34%
+334,642
47
$14.7M 0.33%
+274,709
48
$14.2M 0.32%
515,554
+27,106
49
$12.9M 0.29%
+169,038
50
$12.9M 0.29%
331,407
+107,794
1
2
3 4 5