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
$6.48B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$39.4M
3
+$39.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$35.9M
5
HDB icon
HDFC Bank
HDB
+$35.1M

Top Sells

1
+$686M
2
+$395M
3
+$283M
4
BF.B icon
Brown-Forman Class B
BF.B
+$40.9M
5
MELI icon
Mercado Libre
MELI
+$27.8M

Sector Composition

1 Financials 23.7%
2 Technology 21.21%
3 Consumer Discretionary 12.37%
4 Industrials 11.7%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.9M 0.66%
244,209
+44,060
27
$39.4M 0.61%
+664,447
28
$38.8M 0.6%
903,785
+192,475
29
$37.1M 0.57%
370,867
+60,556
30
$36.5M 0.56%
926,517
+168,075
31
$28.7M 0.44%
2,649,855
+461,735
32
$27.6M 0.43%
1,368,431
+223,415
33
$10.7M 0.17%
288,932
+2,885
34
$8.04M 0.12%
206,657
+2,015
35
$7.84M 0.12%
276,896
+2,935
36
$7.6M 0.12%
53,946
-26,233
37
$6.69M 0.1%
448,883
+3,505
38
$5.93M 0.09%
81,912
+695
39
$5.84M 0.09%
480,332
+3,545
40
$5.7M 0.09%
44,205
+250
41
$5.55M 0.09%
111,605
+1,591
42
$5.47M 0.08%
278,411
+1,815
43
$5.06M 0.08%
24,058
-5,935
44
$4.66M 0.07%
848,997
-72,018,913
45
$4.61M 0.07%
240,479
+2,945
46
$4.52M 0.07%
74,232
-34,834
47
$4.15M 0.06%
135,804
+2,025
48
$4.05M 0.06%
37,918
-8,565
49
$4M 0.06%
160,942
+1,185
50
$3.79M 0.06%
112,518
-51,669
1
2
3 4