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
$2.77B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.3M
3
+$42.4M
4
CNI icon
Canadian National Railway
CNI
+$39.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$31.3M

Top Sells

1
+$26M
2
+$2.7M
3
+$2.63M
4
TITN icon
Titan Machinery
TITN
+$2.54M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.28M

Sector Composition

1 Financials 15.04%
2 Technology 13.62%
3 Industrials 13.35%
4 Healthcare 10.55%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.38%
231,473
-21,817
52
$10.4M 0.38%
211,506
-20,531
53
$10.3M 0.37%
345,714
-33,915
54
$10M 0.36%
252,650
-23,697
55
$9.72M 0.35%
200,467
-18,799
56
$9.7M 0.35%
392,222
-37,170
57
$9.59M 0.35%
122,265
+106,545
58
$9.53M 0.34%
175,341
+137,753
59
$9.33M 0.34%
291,142
-27,944
60
$9.24M 0.33%
385,244
-36,066
61
$9.08M 0.33%
301,420
-28,644
62
$8.41M 0.3%
72,825
+60,541
63
$8.37M 0.3%
201,936
-18,938
64
$8.17M 0.29%
423,672
-41,524
65
$7.99M 0.29%
622,531
-58,653
66
$7.99M 0.29%
91,661
+80,851
67
$7.68M 0.28%
92,781
-8,731
68
$7.62M 0.27%
327,232
-28,308
69
$7.53M 0.27%
143,052
-13,616
70
$7.34M 0.26%
108,049
-10,443
71
$7.2M 0.26%
255,478
-24,214
72
$7.08M 0.26%
125,732
-12,255
73
$6.89M 0.25%
303,533
-28,927
74
$6.54M 0.24%
161,451
-15,920
75
$5.59M 0.2%
537,774
-52,510
1 2
3
4 5