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
$4.44B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$144M
3
+$111M
4
ASML icon
ASML
ASML
+$105M
5
CB icon
Chubb
CB
+$101M

Top Sells

1
+$271M
2
+$164M
3
+$22.1M
4
MON
Monsanto Co
MON
+$20.8M
5
AMZN icon
Amazon
AMZN
+$14.9M

Sector Composition

1 Technology 29.02%
2 Financials 19.05%
3 Healthcare 16.71%
4 Industrials 9.68%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5M 0.28%
216,605
+25,660
52
$12.5M 0.28%
262,178
+14,039
53
$12.4M 0.28%
87,727
+28,187
54
$12.3M 0.28%
261,096
+15,128
55
$12M 0.27%
230,404
+11,828
56
$12M 0.27%
426,992
+24,131
57
$11.7M 0.26%
160,783
+9,204
58
$11.2M 0.25%
286,248
+15,603
59
$11.1M 0.25%
583,539
+31,532
60
$10.9M 0.24%
113,461
+5,549
61
$10.8M 0.24%
+245,772
62
$10.7M 0.24%
201,030
+11,239
63
$10.7M 0.24%
664,130
+36,555
64
$10.1M 0.23%
385,387
+18,975
65
$10M 0.23%
341,410
+19,080
66
$9.74M 0.22%
795,379
+43,654
67
$9.6M 0.22%
+552,566
68
$9.6M 0.22%
282,357
+15,827
69
$9.56M 0.22%
848,627
+46,966
70
$9.46M 0.21%
103,713
+34,625
71
$8.94M 0.2%
298,770
+13,475
72
$8.94M 0.2%
807,575
+256,175
73
$8.61M 0.19%
237,044
+60,374
74
$8.09M 0.18%
1,992,132
+103,219
75
$7.88M 0.18%
383,783
+19,574
1 2
3
4 5