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
$8.28B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$67.4M
3
+$50.6M
4
CB icon
Chubb
CB
+$49.4M
5
ABEV icon
Ambev
ABEV
+$31.1M

Top Sells

1
+$332M
2
+$11M
3
+$9.93M
4
TTWO icon
Take-Two Interactive
TTWO
+$9.74M
5
WAFD icon
WaFd
WAFD
+$8.31M

Sector Composition

1 Financials 24.69%
2 Technology 14.68%
3 Industrials 7.47%
4 Consumer Discretionary 7.19%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.1M 0.48%
1,853,280
+217,174
27
$39.9M 0.48%
459,320
+53,857
28
$39.7M 0.48%
1,381,181
+154,767
29
$36.4M 0.44%
227,168
+26,582
30
$33.1M 0.4%
287,573
+33,416
31
$32.6M 0.39%
688,778
+79,140
32
$32.5M 0.39%
2,140,995
+251,420
33
$28.4M 0.34%
199,210
+24,436
34
$23.5M 0.28%
+752,478
35
$19.7M 0.24%
423,999
+46,596
36
$16.9M 0.2%
331,686
+38,861
37
$9.56M 0.12%
272,712
+31,610
38
$7.99M 0.1%
182,597
+13,575
39
$7.82M 0.09%
92,148
-4,222
40
$7.55M 0.09%
70,188
-2,982
41
$7.42M 0.09%
88,914
-3,846
42
$6.7M 0.08%
263,167
-27,545
43
$6.57M 0.08%
+74,759
44
$6.54M 0.08%
362,203
+79,330
45
$6.49M 0.08%
115,465
+54,131
46
$6.04M 0.07%
272,911
+16,325
47
$5.96M 0.07%
106,866
+16,996
48
$5.45M 0.07%
43,195
+2,610
49
$5.08M 0.06%
470,097
+28,285
50
$5.07M 0.06%
+173,937
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