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
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$781M
2
+$536M
3
+$436M
4
AMZN icon
Amazon
AMZN
+$364M
5
EPAM icon
EPAM Systems
EPAM
+$339M

Top Sells

1
+$770M
2
+$391M
3
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$330M 1.18%
778,882
+79,971
27
$314M 1.13%
8,466,030
+858,230
28
$311M 1.11%
1,236,059
+134,020
29
$307M 1.1%
4,317,473
+1,324,188
30
$303M 1.09%
+884,883
31
$299M 1.07%
5,248,791
-426,762
32
$290M 1.04%
1,519,626
+168,299
33
$282M 1.01%
3,210,513
+378,506
34
$279M 1%
2,434,675
+268,248
35
$266M 0.96%
4,845,834
+4,841,227
36
$251M 0.9%
1,474,311
+169,358
37
$247M 0.89%
516,074
+53,002
38
$238M 0.85%
1,192,677
+133,734
39
$211M 0.76%
1,560,482
+150,798
40
$203M 0.73%
2,324,617
+242,020
41
$177M 0.64%
1,700,571
-37,847
42
$177M 0.63%
458,396
-368,589
43
$119M 0.43%
1,480,119
-92,501
44
$68.7M 0.25%
366,909
-13,736
45
$52.6M 0.19%
2,189,346
-136,251
46
$51.8M 0.19%
544,475
+7,067
47
$37.8M 0.14%
749,251
+119,807
48
$36.5M 0.13%
454,151
-9,195
49
$35.9M 0.13%
378,343
+58,523
50
$33.7M 0.12%
469,829
+354,511
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