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
$4.01B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$66M
3
+$51.3M
4
ST icon
Sensata Technologies
ST
+$49.7M
5
CP icon
Canadian Pacific Kansas City
CP
+$48.1M

Top Sells

1
+$14.4M
2
+$13.7M
3
+$6.83M
4
SAFT icon
Safety Insurance
SAFT
+$6.49M
5
ACAS
American Capital Ltd
ACAS
+$6.44M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.78%
3 Financials 12.71%
4 Industrials 12.1%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.31%
202,541
-1,490
52
$12.2M 0.3%
155,410
-1,166
53
$12.2M 0.3%
277,860
-1,976
54
$11.2M 0.28%
1,043,815
-25,995
55
$11.1M 0.28%
249,656
-6,494
56
$11M 0.27%
634,128
-15,235
57
$10.8M 0.27%
588,893
-4,435
58
$10.7M 0.27%
220,921
-2,033
59
$10.6M 0.26%
555,787
-5,243
60
$10.5M 0.26%
405,333
+241,451
61
$10.5M 0.26%
282,790
-7,854
62
$10.3M 0.26%
252,490
-1,920
63
$10.3M 0.26%
554,986
-14,194
64
$10.2M 0.25%
758,240
+461,698
65
$9.93M 0.25%
374,407
-3,541
66
$9.38M 0.23%
330,328
-2,431
67
$9.37M 0.23%
184,791
-8,747
68
$8.96M 0.22%
291,556
-2,180
69
$8.6M 0.21%
304,862
-3,253
70
$8.2M 0.2%
244,682
-1,852
71
$7.81M 0.19%
369,822
-2,712
72
$7.56M 0.19%
103,686
-976
73
$7.28M 0.18%
86,184
-1,314
74
$6.97M 0.17%
1,908,793
-37,483
75
$6.46M 0.16%
+188,312
1 2
3
4 5