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
$6.43B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$122M
3
+$120M
4
TSM icon
TSMC
TSM
+$69.2M
5
NVO icon
Novo Nordisk
NVO
+$27.3M

Top Sells

1
+$18.4M
2
+$17.7M
3
+$12.1M
4
SR icon
Spire
SR
+$11.5M
5
CUB
Cubic Corporation
CUB
+$11.3M

Sector Composition

1 Financials 28.61%
2 Healthcare 18.05%
3 Technology 17.93%
4 Industrials 8.11%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.7M 0.34%
333,420
-379
27
$21.6M 0.34%
136,949
-188
28
$21M 0.33%
557,382
-1,193
29
$20.8M 0.32%
216,232
-1,448
30
$18M 0.28%
1,004,184
-93,281
31
$17.8M 0.28%
155,653
-135
32
$17.6M 0.27%
1,006,107
-92,532
33
$16.5M 0.26%
247,964
-1,160
34
$16.5M 0.26%
223,311
+138
35
$16.3M 0.25%
428,140
-1,660
36
$16.2M 0.25%
187,312
+117
37
$15.9M 0.25%
+207,726
38
$15.8M 0.25%
263,958
-330
39
$14.9M 0.23%
1,428,925
-127,870
40
$14.4M 0.22%
504,465
-1,725
41
$12.5M 0.19%
+275,731
42
$12.3M 0.19%
200,441
-333
43
$11.6M 0.18%
893,015
-82,404
44
$11.5M 0.18%
392,529
-33,213
45
$11.4M 0.18%
217,118
-19,829
46
$11.2M 0.17%
320,306
-27,887
47
$11.2M 0.17%
358,427
-30,104
48
$11.1M 0.17%
619,480
-54,898
49
$11M 0.17%
379,506
-1,850
50
$10.5M 0.16%
178,898
-15,878
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2
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