WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691M 1.44%
2,354,225
-34,427
27
$677M 1.41%
+8,434,229
28
$605M 1.26%
8,933,223
-111,483
29
$594M 1.24%
1,742,991
+12,214
30
$529M 1.1%
3,736,821
+66,144
31
$519M 1.08%
2,734,458
+94,479
32
$455M 0.95%
1,150,132
-13,538
33
$433M 0.9%
1,254,752
-16,783
34
$411M 0.85%
681,672
+22,221
35
$384M 0.8%
4,181,681
-244,790
36
$322M 0.67%
1,221,588
-3,190
37
$288M 0.6%
1,171,994
-927,121
38
$216M 0.45%
5,217,681
-4,016
39
$209M 0.43%
433,609
-19,579
40
$197M 0.41%
2,663,759
+10,677
41
$174M 0.36%
709,223
-184,768
42
$152M 0.32%
2,732,182
+97,477
43
$150M 0.31%
4,633,966
+723
44
$103M 0.21%
510,224
+362,083
45
$98.1M 0.2%
10,586,349
+1,862,169
46
$90.8M 0.19%
815,037
+254,936
47
$86.3M 0.18%
357,498
+156,554
48
$70.3M 0.15%
661,537
+85,670
49
$68.9M 0.14%
257,494
-11,682
50
$64.8M 0.13%
80,823
+31,231
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