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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$576M
3
+$520M
4
CNQ icon
Canadian Natural Resources
CNQ
+$142M
5
UBS icon
UBS Group
UBS
+$141M

Top Sells

1
+$1.13B
2
+$532M
3
+$239M
4
CP icon
Canadian Pacific Kansas City
CP
+$237M
5
ICLR icon
Icon
ICLR
+$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$515M 1.42%
4,521,719
+46,964
27
$500M 1.38%
1,093,189
+4,636
28
$474M 1.31%
6,005,940
+37,170
29
$437M 1.21%
4,220,198
-2,308,713
30
$417M 1.15%
2,027,332
+3,598
31
$389M 1.08%
7,864,980
+90,060
32
$387M 1.07%
1,696,094
-760,933
33
$374M 1.03%
1,109,524
-558,021
34
$370M 1.02%
1,836,366
-29,161
35
$356M 0.98%
536,822
+6,083
36
$342M 0.94%
7,103,146
+213,949
37
$242M 0.67%
1,255,661
-609,862
38
$207M 0.57%
1,452,390
-1,001,135
39
$204M 0.56%
3,034,254
-1,963,451
40
$165M 0.46%
1,134,026
-577,025
41
$144M 0.4%
4,635,670
+4,568,457
42
$143M 0.4%
4,385,790
+4,339,122
43
$86M 0.24%
1,142,675
+1,045,784
44
$83.1M 0.23%
346,491
-12,574
45
$83M 0.23%
635,633
-96,679
46
$67.8M 0.19%
+2,292,409
47
$66.5M 0.18%
+7,949,908
48
$57.1M 0.16%
1,699,690
+41,970
49
$57M 0.16%
289,305
-31,473
50
$54.4M 0.15%
820,842
-83,111
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