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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$510M 1.52%
975,415
-5,665
27
$466M 1.39%
+11,492,872
28
$461M 1.38%
4,411,836
-28,943
29
$461M 1.38%
1,074,468
+174,865
30
$460M 1.37%
4,118,495
-28,885
31
$381M 1.14%
5,878,460
-2,602,990
32
$369M 1.1%
1,997,512
-121,694
33
$365M 1.09%
5,101,237
-46,628
34
$342M 1.02%
2,421,161
-23,515
35
$338M 1.01%
1,917,269
+373,916
36
$307M 0.92%
+7,511,270
37
$300M 0.89%
1,898,755
+319,707
38
$280M 0.84%
520,615
-3,709
39
$254M 0.76%
4,425,387
-36,895
40
$211M 0.63%
1,809,376
+87,878
41
$83M 0.25%
613,712
-1,096,690
42
$72M 0.22%
+650,999
43
$70.5M 0.21%
389,025
-16,043
44
$68.5M 0.2%
926,873
-467,209
45
$52.2M 0.16%
2,085,119
-53,812
46
$47.8M 0.14%
512,943
+214
47
$46.4M 0.14%
353,758
-14,612
48
$46.4M 0.14%
993,590
+62,913
49
$46.3M 0.14%
1,404,575
+871,390
50
$42.1M 0.13%
2,132,628
-1,763
1
2
3 4 5