WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 46.92%
This Quarter Est. Return
1 Year Est. Return
+46.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$70.3M
3
+$50.1M
4
TSM icon
TSMC
TSM
+$40.7M
5
HDB icon
HDFC Bank
HDB
+$38.2M

Top Sells

1
+$80.2M
2
+$56.7M
3
+$51.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.2M
5
UFPT icon
UFP Technologies
UFPT
+$4.48M

Sector Composition

1 Financials 38.8%
2 Technology 18.56%
3 Industrials 13.63%
4 Healthcare 8.5%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.3M 0.59%
300,248
+7,320
27
$60.8M 0.57%
1,048,743
+25,980
28
$58.6M 0.55%
1,121,692
-1,085,368
29
$54.4M 0.51%
813,056
+12,838
30
$53.6M 0.5%
827,476
+20,951
31
$50.1M 0.47%
+567,987
32
$16.8M 0.16%
332,009
-56,273
33
$15.6M 0.15%
320,484
-75,956
34
$13.4M 0.13%
+349,095
35
$11.9M 0.11%
334,902
-30,641
36
$11.9M 0.11%
239,579
-42,908
37
$11.4M 0.11%
507,509
-113,518
38
$10.5M 0.1%
65,128
-18,321
39
$9.34M 0.09%
50,873
-249
40
$9.3M 0.09%
53,276
-18,203
41
$8.64M 0.08%
206,345
-59,175
42
$8.07M 0.08%
81,683
-630
43
$7.96M 0.07%
119,202
-32,953
44
$7.92M 0.07%
114,221
-39,341
45
$6.82M 0.06%
512,435
-138,610
46
$6.71M 0.06%
199,286
-68,564
47
$6.62M 0.06%
61,511
-21,114
48
$6.38M 0.06%
250,978
-86,084
49
$6.28M 0.06%
101,223
+6,913
50
$5.98M 0.06%
266,419
-87,995
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