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
$3.24B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$28.9M
3
+$25.9M
4
CNI icon
Canadian National Railway
CNI
+$25.2M
5
CB icon
Chubb
CB
+$20.9M

Top Sells

1
+$180M
2
+$17.3M
3
+$15.7M
4
HELE icon
Helen of Troy
HELE
+$12.3M
5
WNR
Western Refining Inc
WNR
+$7.25M

Sector Composition

1 Technology 19.58%
2 Industrials 17.71%
3 Financials 16.82%
4 Healthcare 13.13%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.35%
243,722
-5,934
52
$11.2M 0.35%
735,558
-31,197
53
$11M 0.34%
187,855
-6,684
54
$10.9M 0.34%
358,623
-13,885
55
$10.6M 0.33%
619,051
-15,077
56
$10M 0.31%
397,740
-7,593
57
$10M 0.31%
215,529
-5,392
58
$9.91M 0.31%
178,004
-6,787
59
$9.9M 0.31%
331,631
+143,319
60
$9.82M 0.3%
548,732
-7,055
61
$9.62M 0.3%
149,785
-5,625
62
$9.61M 0.3%
542,472
-12,514
63
$9.5M 0.29%
242,963
-9,527
64
$9.27M 0.29%
+401,808
65
$9.08M 0.28%
360,135
-14,272
66
$8.72M 0.27%
157,422
-5,875
67
$8.51M 0.26%
568,251
-20,642
68
$8.37M 0.26%
742,427
-15,813
69
$8.24M 0.25%
318,624
-11,704
70
$7.63M 0.24%
297,353
-7,509
71
$7.29M 0.22%
238,955
-5,727
72
$6.94M 0.21%
1,864,935
-43,858
73
$6.92M 0.21%
276,370
+1,004
74
$6.87M 0.21%
100,415
-3,271
75
$6.36M 0.2%
281,204
-10,352
1 2
3
4 5