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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$487M
3
+$332M
4
GEV icon
GE Vernova
GEV
+$290M
5
SPOT icon
Spotify
SPOT
+$224M

Top Sells

1
+$523M
2
+$485M
3
+$447M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN icon
Waste Connections
WCN
+$292M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$640M 1.45%
2,560,248
+1,161,901
27
$586M 1.33%
6,164,060
-184,864
28
$586M 1.33%
2,128,404
-19,897
29
$581M 1.32%
5,055,964
-33,333
30
$576M 1.3%
1,201,311
-23,612
31
$537M 1.22%
4,371,090
-119,147
32
$536M 1.21%
1,097,489
-12,084
33
$528M 1.2%
2,447,668
+2,260,605
34
$498M 1.13%
4,362,298
-1,000,278
35
$482M 1.09%
3,990,649
-44,146
36
$447M 1.01%
2,243,532
-6,818
37
$439M 1%
714,722
-264,735
38
$436M 0.99%
925,028
-11,002
39
$424M 0.96%
3,262,182
-90,705
40
$405M 0.92%
6,921,810
-96,613
41
$381M 0.86%
1,649,668
-14,050
42
$376M 0.85%
2,771,377
+2,445,199
43
$306M 0.69%
3,938,462
-47,824
44
$163M 0.37%
806,311
-384,737
45
$161M 0.37%
5,193,752
-81,685
46
$146M 0.33%
4,405,851
-47,738
47
$113M 0.26%
2,211,077
-434,973
48
$66.4M 0.15%
1,431,099
-285,301
49
$65.2M 0.15%
498,279
+13,938
50
$58.3M 0.13%
315,092
-16,402
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