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
$2.79B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.8M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$9.83M
5
TSM icon
TSMC
TSM
+$9.23M

Top Sells

1
+$116M
2
+$68M
3
+$48.7M
4
MMM icon
3M
MMM
+$10.9M
5
CAB
Cabela's Inc
CAB
+$10.8M

Sector Composition

1 Healthcare 14.95%
2 Technology 14.94%
3 Financials 14.09%
4 Industrials 12.82%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.39%
+143,218
52
$10.7M 0.38%
279,836
-11,306
53
$10.6M 0.38%
+94,693
54
$10.5M 0.38%
222,954
-8,519
55
$10.2M 0.37%
593,328
-21,597
56
$9.96M 0.36%
561,030
-35,485
57
$9.83M 0.35%
+267,862
58
$9.67M 0.35%
332,759
-12,955
59
$9.64M 0.35%
377,948
-14,274
60
$9.12M 0.33%
290,644
-10,776
61
$9.12M 0.33%
123,200
+935
62
$9.09M 0.33%
193,538
-8,398
63
$8.36M 0.3%
308,115
-19,117
64
$8.19M 0.29%
1,946,276
+1,461,519
65
$7.8M 0.28%
372,534
-12,710
66
$7.71M 0.28%
87,498
-5,283
67
$7.56M 0.27%
246,534
-8,944
68
$7.38M 0.26%
293,736
-9,797
69
$6.9M 0.25%
98,880
-45,456
70
$6.86M 0.25%
104,662
-3,387
71
$6.83M 0.24%
600,621
-21,910
72
$6.49M 0.23%
120,588
-5,144
73
$6.44M 0.23%
407,811
-15,861
74
$6.18M 0.22%
109,578
-3,819
75
$5.68M 0.2%
155,655
-5,796
1 2
3
4 5