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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$284M
3
+$111M
4
ANSS
Ansys
ANSS
+$90.2M
5
ASML icon
ASML
ASML
+$69.7M

Top Sells

1
+$267M
2
+$124M
3
+$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$118M 0.82%
598,221
+4,678
27
$116M 0.81%
1,299,957
+5,248
28
$111M 0.77%
+3,111,450
29
$90.2M 0.63%
+493,902
30
$89.5M 0.62%
1,113,823
+9,678
31
$86.9M 0.6%
1,755,134
+36,627
32
$85.4M 0.59%
1,875,542
+45,351
33
$79.3M 0.55%
552,651
+6,162
34
$70.9M 0.49%
234,714
+3,801
35
$49M 0.34%
1,124,445
+7,006
36
$27.8M 0.19%
304,215
+121,123
37
$20.6M 0.14%
373,952
+148,354
38
$19.5M 0.14%
126,901
+47,863
39
$17.4M 0.12%
510,745
+198,951
40
$17.4M 0.12%
112,717
+44,082
41
$15.6M 0.11%
328,870
+118,074
42
$15.2M 0.11%
83,486
+3,350
43
$13.3M 0.09%
543,728
+221,819
44
$12.4M 0.09%
421,298
+171,398
45
$12.2M 0.09%
125,198
+51,542
46
$11.8M 0.08%
181,850
+73,435
47
$11.8M 0.08%
67,876
+27,546
48
$11.3M 0.08%
100,506
+40,806
49
$11.1M 0.08%
232,674
+95,453
50
$10.8M 0.07%
203,117
+83,424
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