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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$165M
3
+$123M
4
ACN icon
Accenture
ACN
+$76.1M
5
TSM icon
TSMC
TSM
+$71.9M

Top Sells

1
+$264M
2
+$259M
3
+$112M
4
COST icon
Costco
COST
+$52M
5
VRSK icon
Verisk Analytics
VRSK
+$51M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$133M 0.8%
600,528
+31,697
27
$131M 0.78%
441,238
+20,499
28
$124M 0.74%
675,579
+36,255
29
$123M 0.74%
+2,563,672
30
$110M 0.66%
1,481,404
+75,656
31
$104M 0.62%
1,357,963
+72,218
32
$102M 0.61%
3,808,900
+214,330
33
$93.9M 0.56%
2,039,793
+107,500
34
$78.4M 0.47%
1,875,212
+96,866
35
$46.6M 0.28%
1,364,160
+70,026
36
$20.6M 0.12%
145,738
+48,131
37
$18.5M 0.11%
132,996
+23,589
38
$17.5M 0.11%
104,765
-668,355
39
$17.2M 0.1%
464,314
-31,462
40
$17M 0.1%
87,198
-35,878
41
$16.6M 0.1%
306,767
-14,002
42
$16.2M 0.1%
177,043
-10,711
43
$15.2M 0.09%
398,878
+118,356
44
$13.8M 0.08%
494,163
-28,364
45
$13.5M 0.08%
70,913
-3,756
46
$12.6M 0.08%
190,468
-11,405
47
$12.4M 0.07%
112,125
-9,505
48
$12M 0.07%
235,587
-12,890
49
$11.5M 0.07%
360,927
-30,719
50
$10.9M 0.07%
309,993
+18,941
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