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
$6.27B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$24.2M
3
+$22.5M
4
TYL icon
Tyler Technologies
TYL
+$21.8M
5
TCOM icon
Trip.com Group
TCOM
+$20.5M

Top Sells

1
+$309M
2
+$247M
3
+$98.6M
4
TSM icon
TSMC
TSM
+$77.2M
5
SBUX icon
Starbucks
SBUX
+$15.8M

Sector Composition

1 Financials 29.27%
2 Technology 15.96%
3 Healthcare 14.47%
4 Industrials 8.4%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 0.35%
192,809
-53,677
27
$21.8M 0.35%
+130,868
28
$19.8M 0.32%
+166,603
29
$19.5M 0.31%
173,559
+17,906
30
$18.6M 0.3%
+317,323
31
$18.2M 0.29%
169,989
-81,564
32
$17.8M 0.28%
276,485
+28,521
33
$17.7M 0.28%
466,029
-91,353
34
$17.3M 0.28%
232,784
+25,058
35
$16.8M 0.27%
778,262
-394,660
36
$16.7M 0.27%
473,760
+45,620
37
$14.6M 0.23%
834,517
-169,667
38
$14.5M 0.23%
181,149
-35,083
39
$13.7M 0.22%
836,183
-169,924
40
$12.3M 0.2%
222,416
+21,975
41
$11M 0.18%
179,768
-37,350
42
$10.9M 0.17%
1,845,437
+611,446
43
$9.9M 0.16%
360,632
-72,020
44
$9.89M 0.16%
193,889
-37,980
45
$9.37M 0.15%
746,829
-146,186
46
$9.28M 0.15%
230,106
-45,625
47
$8.94M 0.14%
79,325
-15,945
48
$8.87M 0.14%
516,975
-102,505
49
$8.81M 0.14%
266,042
-54,264
50
$8.65M 0.14%
235,517
-46,021
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