WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$577M
3
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

1
+$515M
2
+$512M
3
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360M 1.2%
4,902,125
+2,577,508
27
$352M 1.18%
938,931
+54,048
28
$320M 1.07%
4,598,614
+281,141
29
$319M 1.06%
4,655,240
-593,551
30
$317M 1.06%
4,671,385
-174,449
31
$317M 1.06%
2,231,270
-869,106
32
$309M 1.03%
3,673,518
+482,290
33
$308M 1.03%
2,573,137
+138,462
34
$283M 0.95%
2,711,482
+2,700,332
35
$272M 0.91%
4,624,868
+4,492,347
36
$271M 0.9%
1,601,982
+82,356
37
$260M 0.87%
1,257,201
+64,524
38
$250M 0.83%
547,921
+31,847
39
$229M 0.76%
1,593,705
+119,394
40
$228M 0.76%
3,477,983
+267,470
41
$203M 0.68%
+1,713,301
42
$194M 0.65%
1,529,375
-171,196
43
$189M 0.63%
2,884,902
+2,342,388
44
$188M 0.63%
1,728,239
+167,757
45
$185M 0.62%
2,386,925
+94,945
46
$123M 0.41%
+378,417
47
$111M 0.37%
1,381,721
-98,398
48
$60.6M 0.2%
360,211
-6,698
49
$57.7M 0.19%
+247,623
50
$55.8M 0.19%
2,077,363
-111,983
1
2
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