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
$6.43B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$122M
3
+$120M
4
TSM icon
TSMC
TSM
+$69.2M
5
NVO icon
Novo Nordisk
NVO
+$27.3M

Top Sells

1
+$18.4M
2
+$17.7M
3
+$12.1M
4
SR icon
Spire
SR
+$11.5M
5
CUB
Cubic Corporation
CUB
+$11.3M

Sector Composition

1 Financials 28.61%
2 Healthcare 18.05%
3 Technology 17.93%
4 Industrials 8.11%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.16%
432,652
-978
52
$10.3M 0.16%
231,869
-1,061
53
$9.92M 0.15%
95,270
-845
54
$9.77M 0.15%
+534,289
55
$9.57M 0.15%
236,763
-1,866
56
$9.5M 0.15%
60,530
-246
57
$9.44M 0.15%
556,079
-40,928
58
$9.41M 0.15%
281,538
-23,550
59
$9.4M 0.15%
207,302
-18,116
60
$9.37M 0.15%
135,228
-182
61
$8.77M 0.14%
322,922
-2,307
62
$8.77M 0.14%
317,236
-20,762
63
$8.73M 0.14%
214,075
-19,218
64
$8.44M 0.13%
399,767
-28,005
65
$8.39M 0.13%
182,526
-14,150
66
$7.95M 0.12%
167,413
-16,130
67
$7.9M 0.12%
+172,210
68
$7.6M 0.12%
543,878
-47,090
69
$7.24M 0.11%
284,690
-26,157
70
$7.05M 0.11%
61,598
+845
71
$6.91M 0.11%
80,866
+3,030
72
$6.68M 0.1%
243,146
+3,305
73
$6.67M 0.1%
78,860
+995
74
$6.39M 0.1%
1,233,991
+26,710
75
$6.38M 0.1%
419,930
-40,251
1 2
3
4 5