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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432M 1.21%
3,207,183
+47,423
27
$424M 1.18%
7,894,440
+122,040
28
$412M 1.15%
4,140,955
+60,725
29
$403M 1.12%
+1,303,809
30
$389M 1.09%
5,577,871
+78,608
31
$385M 1.08%
2,934,912
+64,860
32
$367M 1.02%
729,283
+9,990
33
$317M 0.88%
5,701,422
+730,292
34
$312M 0.87%
2,456,210
+41,836
35
$309M 0.86%
1,363,158
+1,347,860
36
$290M 0.81%
620,881
+9,411
37
$262M 0.73%
1,392,617
+30,708
38
$252M 0.7%
3,110,543
+40,808
39
$232M 0.65%
+1,732,530
40
$140M 0.39%
1,640,727
-63,553
41
$88.1M 0.25%
336,062
+3,765
42
$74.6M 0.21%
1,013,425
-745,588
43
$70.7M 0.2%
531,344
+296,204
44
$66.4M 0.19%
299,792
+2,981
45
$61.1M 0.17%
+2,444,864
46
$57.6M 0.16%
1,026,705
+18,770
47
$53.4M 0.15%
2,654,303
+469,613
48
$50.7M 0.14%
543,751
+10,499
49
$46.3M 0.13%
1,013,299
+67,886
50
$43.5M 0.12%
1,326,761
-520,500
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