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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$128M 0.71%
1,646,813
+106,543
27
$127M 0.7%
+440,845
28
$126M 0.69%
902,560
+48,304
29
$124M 0.68%
464,917
+28,875
30
$116M 0.64%
+740,201
31
$110M 0.61%
3,384,521
+113,582
32
$107M 0.59%
1,553,992
+90,240
33
$107M 0.59%
697,542
+35,031
34
$105M 0.58%
5,778,592
+297,964
35
$102M 0.56%
1,582,631
+93,878
36
$101M 0.56%
1,248,808
+65,677
37
$94.2M 0.52%
+1,474,233
38
$70.5M 0.39%
+290,890
39
$65.8M 0.36%
+213,779
40
$34.6M 0.19%
178,100
+57,440
41
$20.5M 0.11%
475,883
+129,654
42
$19.8M 0.11%
582,585
+220,592
43
$18.7M 0.1%
782,466
+63,868
44
$17.8M 0.1%
176,473
+16,270
45
$17.3M 0.1%
114,574
+8,336
46
$16.1M 0.09%
697,825
+197,884
47
$15.7M 0.09%
500,088
+18,744
48
$15.3M 0.08%
309,041
-3,874
49
$14.6M 0.08%
91,911
+6,335
50
$14.2M 0.08%
124,788
+9,922
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