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
$6.27B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$24.2M
3
+$22.5M
4
TYL icon
Tyler Technologies
TYL
+$21.8M
5
TCOM icon
Trip.com Group
TCOM
+$20.5M

Top Sells

1
+$309M
2
+$247M
3
+$98.6M
4
TSM icon
TSMC
TSM
+$77.2M
5
SBUX icon
Starbucks
SBUX
+$15.8M

Sector Composition

1 Financials 29.27%
2 Technology 15.96%
3 Healthcare 14.47%
4 Industrials 8.4%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.63M 0.14%
447,136
-87,153
52
$8.42M 0.13%
750,323
-678,602
53
$8.31M 0.13%
88,827
+9,967
54
$8.29M 0.13%
91,994
+11,128
55
$8.21M 0.13%
52,015
-8,515
56
$8.07M 0.13%
293,015
-65,412
57
$7.85M 0.13%
464,453
-91,626
58
$7.84M 0.13%
174,976
-39,099
59
$7.81M 0.12%
173,027
-34,275
60
$7.73M 0.12%
324,273
-68,256
61
$7.72M 0.12%
265,025
-52,211
62
$7.44M 0.12%
69,976
+8,378
63
$7.41M 0.12%
198,137
-38,626
64
$7.38M 0.12%
112,830
-22,398
65
$7.29M 0.12%
147,631
-31,267
66
$7.2M 0.11%
276,287
+33,141
67
$6.91M 0.11%
265,868
-238,597
68
$6.85M 0.11%
150,384
-32,142
69
$6.81M 0.11%
144,144
-28,066
70
$6.75M 0.11%
334,248
-65,519
71
$6.58M 0.1%
264,701
-52,795
72
$6.46M 0.1%
+91,261
73
$6.43M 0.1%
311,592
-67,914
74
$6.42M 0.1%
+221,585
75
$6.27M 0.1%
235,848
-48,842
1 2
3
4 5