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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$330M 1.18%
1,102,039
-424,442
27
$328M 1.18%
1,261,512
-42,297
28
$325M 1.17%
7,607,800
-286,640
29
$321M 1.15%
5,367,098
-210,773
30
$319M 1.14%
3,085,618
-121,565
31
$293M 1.05%
1,299,234
-1,009,650
32
$290M 1.04%
698,911
-30,372
33
$286M 1.02%
+1,533,549
34
$266M 0.95%
2,832,007
-102,905
35
$227M 0.81%
2,166,427
-289,783
36
$226M 0.81%
+1,058,943
37
$224M 0.8%
1,351,327
-41,290
38
$218M 0.78%
463,072
-302,362
39
$205M 0.73%
+2,082,597
40
$198M 0.71%
2,993,285
-117,258
41
$198M 0.71%
1,738,418
+5,888
42
$187M 0.67%
+1,304,953
43
$180M 0.64%
2,862,063
+1,848,638
44
$161M 0.58%
1,409,684
+46,526
45
$117M 0.42%
1,572,620
-68,107
46
$69.3M 0.25%
380,645
+44,583
47
$60.3M 0.22%
2,325,597
-119,267
48
$56.9M 0.2%
277,753
-22,039
49
$47.8M 0.17%
1,114,457
-212,304
50
$45.7M 0.16%
537,408
-6,343
1
2
3 4 5