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
$9.24B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$60.1M
3
+$29.1M
4
SCHW icon
Charles Schwab
SCHW
+$29M
5
TCOM icon
Trip.com Group
TCOM
+$28.1M

Top Sells

1
+$124M
2
+$61M
3
+$50.8M
4
PX
Praxair Inc
PX
+$21.5M
5
NKE icon
Nike
NKE
+$16.9M

Sector Composition

1 Financials 24.58%
2 Technology 13.14%
3 Consumer Discretionary 7.79%
4 Industrials 7.12%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.9M 0.44%
695,649
+6,871
27
$40.6M 0.44%
499,972
+1,828
28
$38.2M 0.41%
227,814
+646
29
$30.9M 0.33%
200,149
+939
30
$30.2M 0.33%
2,188,120
+47,125
31
$29.1M 0.31%
+310,311
32
$29M 0.31%
+711,310
33
$23.8M 0.26%
758,442
+5,964
34
$23.6M 0.26%
198,890
-181,003
35
$21M 0.23%
+1,145,016
36
$9.38M 0.1%
217,229
-206,770
37
$9.15M 0.1%
286,047
+13,335
38
$8.65M 0.09%
80,179
+5,420
39
$7.46M 0.08%
204,642
+22,045
40
$7.1M 0.08%
273,961
+10,794
41
$6.82M 0.07%
109,066
-6,399
42
$6.58M 0.07%
65,715
-4,473
43
$6.36M 0.07%
276,596
+3,685
44
$6.08M 0.07%
445,378
+83,175
45
$6.05M 0.07%
476,787
+6,690
46
$5.51M 0.06%
110,014
+3,148
47
$5.2M 0.06%
+29,993
48
$5.12M 0.06%
164,187
-9,750
49
$5.1M 0.06%
230,993
-11,199
50
$5.06M 0.05%
81,217
+14,925
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