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
$11.2B
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$427M
3
+$84.9M
4
HDB icon
HDFC Bank
HDB
+$56.1M
5
SHOP icon
Shopify
SHOP
+$49.5M

Top Sells

1
+$8.52M
2
+$4.25M
3
+$4.01M
4
TVTY
Tivity Health, Inc. Common Stock
TVTY
+$2.97M
5
JD icon
JD.com
JD
+$2.96M

Sector Composition

1 Technology 29.98%
2 Healthcare 25.92%
3 Financials 19.16%
4 Industrials 13.83%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$96M 0.86%
1,294,709
+103,279
27
$93M 0.83%
593,543
+40,854
28
$85.2M 0.76%
1,830,191
+812,137
29
$85.2M 0.76%
1,449,364
+1,443,621
30
$74.5M 0.67%
1,104,145
+76,817
31
$71.9M 0.64%
1,718,507
+107,239
32
$71.7M 0.64%
546,489
+33,834
33
$67.4M 0.6%
230,913
+15,168
34
$63.3M 0.57%
1,524,560
+103,952
35
$40.3M 0.36%
1,117,439
+73,802
36
$13.3M 0.12%
183,092
+18,388
37
$11.3M 0.1%
79,038
+7,859
38
$11.2M 0.1%
210,796
+28,367
39
$11M 0.1%
80,136
+28,650
40
$9.56M 0.09%
225,598
+22,245
41
$9.21M 0.08%
311,794
+38,523
42
$8.69M 0.08%
68,635
+6,901
43
$8.47M 0.08%
307,399
+30,738
44
$8.41M 0.08%
108,415
+10,210
45
$8.13M 0.07%
238,870
+22,976
46
$7.17M 0.06%
132,752
+45,394
47
$6.99M 0.06%
255,633
+14,310
48
$6.76M 0.06%
40,330
+4,011
49
$6.53M 0.06%
321,909
+36,378
50
$6.31M 0.06%
227,495
+23,397
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