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
$3.46B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$30.9M
3
+$23.5M
4
APH icon
Amphenol
APH
+$19.5M
5
IPGP icon
IPG Photonics
IPGP
+$18.4M

Top Sells

1
+$31.1M
2
+$29.2M
3
+$13.5M
4
RWT
Redwood Trust
RWT
+$12.4M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$11.2M

Sector Composition

1 Technology 23.03%
2 Financials 17.28%
3 Industrials 14.52%
4 Healthcare 13.39%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13M 0.37%
303,850
+8,190
52
$11.8M 0.34%
221,099
+5,570
53
$11.6M 0.33%
413,145
+11,337
54
$11.6M 0.33%
407,608
+9,868
55
$11.5M 0.33%
153,392
+3,607
56
$11.5M 0.33%
368,919
+8,784
57
$11.1M 0.32%
192,299
+4,444
58
$11M 0.32%
283,087
-12,827
59
$10.9M 0.32%
562,142
+13,410
60
$10.9M 0.31%
391,759
+115,389
61
$10.6M 0.31%
556,628
+14,156
62
$10.5M 0.3%
249,042
+6,079
63
$10.3M 0.3%
631,458
+12,407
64
$10.3M 0.3%
182,478
+4,474
65
$10.1M 0.29%
759,787
+17,360
66
$9.69M 0.28%
581,663
+13,412
67
$9.39M 0.27%
125,811
-4,968
68
$9.16M 0.26%
1,908,161
+43,226
69
$9.13M 0.26%
365,445
+7,501
70
$9.05M 0.26%
325,993
+7,369
71
$8.87M 0.26%
+108,303
72
$8.65M 0.25%
244,761
+5,806
73
$7.45M 0.22%
287,605
+6,401
74
$7.42M 0.21%
86,559
+2,102
75
$7.09M 0.2%
95,740
-4,675
1 2
3
4 5