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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486M 1.12%
2,180,771
+160,191
27
$439M 1.02%
3,025,590
+227,842
28
$419M 0.97%
689,552
+50,415
29
$379M 0.88%
1,310,612
+1,247,690
30
$368M 0.85%
5,265,169
+395,630
31
$355M 0.82%
+2,936,786
32
$344M 0.8%
2,735,380
+219,236
33
$324M 0.75%
720,088
+45,720
34
$321M 0.74%
3,889,386
+306,596
35
$297M 0.69%
+5,210,210
36
$273M 0.63%
2,308,228
+159,191
37
$233M 0.54%
585,946
+43,694
38
$141M 0.33%
1,728,996
+62,319
39
$106M 0.25%
1,332,534
-821,465
40
$101M 0.23%
681,702
-75,050
41
$93.9M 0.22%
333,997
+132,876
42
$56M 0.13%
299,438
+14,883
43
$55.2M 0.13%
+2,181,470
44
$54.8M 0.13%
1,046,166
+52,992
45
$52.1M 0.12%
1,015,950
+40,414
46
$47.5M 0.11%
1,182,377
+58,763
47
$43.4M 0.1%
+1,511,548
48
$38.8M 0.09%
125,142
+3,874
49
$38.3M 0.09%
+897,153
50
$38.1M 0.09%
+1,368,304
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2
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