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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$660M 1.56%
4,225,702
-26,466
27
$658M 1.56%
1,109,573
-8,456
28
$592M 1.4%
1,217,243
+6,695
29
$583M 1.38%
4,034,795
-43,002
30
$573M 1.35%
2,148,301
-36,593
31
$552M 1.31%
6,348,924
-5,848,740
32
$545M 1.29%
1,224,923
-493,033
33
$539M 1.28%
979,457
-7,159
34
$460M 1.09%
1,663,718
-33,346
35
$452M 1.07%
4,490,237
-31,782
36
$417M 0.98%
2,250,350
-201,609
37
$383M 0.91%
936,030
-133,490
38
$377M 0.89%
7,018,423
-201,001
39
$357M 0.84%
3,352,887
-118,896
40
$351M 0.83%
2,015,153
+28,956
41
$312M 0.74%
3,986,286
+902,255
42
$247M 0.58%
+1,398,347
43
$230M 0.54%
1,191,048
-15,526
44
$185M 0.44%
1,083,003
-10,757
45
$159M 0.38%
4,453,589
-29,145
46
$155M 0.37%
5,275,437
-34,627
47
$151M 0.36%
2,646,050
+247,698
48
$73.8M 0.17%
1,716,400
+26,945
49
$68.5M 0.16%
381,901
+57,793
50
$55.3M 0.13%
484,341
-2,741
1
2
3 4 5