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
$31.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.2B
2
+$867M
3
+$270M
4
BAH icon
Booz Allen Hamilton
BAH
+$133M
5
AZN icon
AstraZeneca
AZN
+$33.1M

Top Sells

1
+$926M
2
+$502M
3
+$276M
4
UNP icon
Union Pacific
UNP
+$260M
5
RGEN icon
Repligen
RGEN
+$249M

Sector Composition

1 Technology 26.1%
2 Healthcare 24.77%
3 Financials 19.43%
4 Industrials 17.62%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$435M 1.39%
777,078
-38,603
27
$421M 1.35%
1,461,260
-54,153
28
$384M 1.23%
4,147,380
+1,435,898
29
$369M 1.18%
3,569,565
-103,953
30
$361M 1.15%
2,119,206
-112,064
31
$357M 1.14%
5,147,865
+476,480
32
$346M 1.1%
4,757,180
-144,945
33
$332M 1.06%
2,444,676
-128,461
34
$320M 1.02%
899,603
-39,328
35
$276M 0.88%
3,369,334
-108,649
36
$269M 0.86%
4,462,282
-162,586
37
$261M 0.83%
524,324
-23,597
38
$238M 0.76%
1,543,353
-50,352
39
$231M 0.74%
1,710,402
-2,899
40
$214M 0.69%
461,211
-16,174
41
$211M 0.68%
1,579,048
+49,673
42
$140M 0.45%
1,721,498
-6,741
43
$130M 0.42%
1,394,082
+12,361
44
$78.2M 0.25%
255,120
+7,497
45
$66.4M 0.21%
405,068
+44,857
46
$61.3M 0.2%
2,138,931
+61,568
47
$54.7M 0.18%
512,729
-1,780
48
$52.6M 0.17%
745,440
-3,909,800
49
$43.7M 0.14%
368,370
+10,072
50
$41.5M 0.13%
930,677
+55,362
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