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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.5M
3
+$20.2M
4
AZN icon
AstraZeneca
AZN
+$20.1M
5
SAP icon
SAP
SAP
+$17M

Top Sells

1
+$462M
2
+$436M
3
+$392M
4
ENTG icon
Entegris
ENTG
+$367M
5
BAH icon
Booz Allen Hamilton
BAH
+$282M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$627M 1.61%
3,136,694
-2,309,293
27
$621M 1.6%
3,471,218
+67,152
28
$585M 1.5%
1,189,761
+3,099
29
$551M 1.42%
1,635,354
-6,261
30
$541M 1.39%
1,098,940
+7,418
31
$492M 1.27%
2,514,042
+33,292
32
$471M 1.21%
6,038,570
-14,611
33
$426M 1.1%
6,978,187
+98,770
34
$334M 0.86%
4,179,011
+49,156
35
$329M 0.85%
1,229,086
+63,538
36
$322M 0.83%
750,504
-40,101
37
$295M 0.76%
4,003,070
+272,537
38
$287M 0.74%
4,135,857
+104,733
39
$279M 0.72%
2,759,645
-1,532,293
40
$237M 0.61%
2,811,135
-70,720
41
$191M 0.49%
629,765
-1,438,373
42
$167M 0.43%
5,304,521
+119,188
43
$136M 0.35%
4,463,643
+121,590
44
$80.1M 0.21%
969,208
-866,690
45
$57.4M 0.15%
647,340
-4,136,898
46
$53.8M 0.14%
434,294
-71,138
47
$52.6M 0.14%
279,291
-14,547
48
$49.5M 0.13%
411,324
+398,579
49
$48.1M 0.12%
494,791
+23,176
50
$38.9M 0.1%
1,697,265
-94,380
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2
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