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
$8.28B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$67.4M
3
+$50.6M
4
CB icon
Chubb
CB
+$49.4M
5
ABEV icon
Ambev
ABEV
+$31.1M

Top Sells

1
+$332M
2
+$11M
3
+$9.93M
4
TTWO icon
Take-Two Interactive
TTWO
+$9.74M
5
WAFD icon
WaFd
WAFD
+$8.31M

Sector Composition

1 Financials 24.69%
2 Technology 14.68%
3 Industrials 7.47%
4 Consumer Discretionary 7.19%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.82M 0.06%
66,292
+4,020
52
$4.66M 0.06%
+242,192
53
$4.37M 0.05%
229,149
+37,910
54
$3.87M 0.05%
477,464
+26,000
55
$3.84M 0.05%
45,938
-22,280
56
$3.67M 0.04%
114,282
+25,901
57
$3.66M 0.04%
129,889
+21,570
58
$3.57M 0.04%
345,879
+20,680
59
$2.75M 0.03%
74,036
+4,360
60
$2.65M 0.03%
79,461
-3,100
61
$2.5M 0.03%
78,624
-347,098
62
$2.38M 0.03%
48,215
-197,540
63
$2.36M 0.03%
17,195
-72,439
64
$2.26M 0.03%
292,093
+17,410
65
$2.18M 0.03%
56,170
+3,275
66
$2.17M 0.03%
43,080
+1,215
67
$2.09M 0.03%
50,253
+2,545
68
$1.98M 0.02%
58,200
-243,770
69
$1.96M 0.02%
85,321
-353,968
70
$1.84M 0.02%
18,680
-76,445
71
$1.78M 0.02%
12,371
+4,035
72
$1.68M 0.02%
21,532
+9,090
73
$1.65M 0.02%
21,703
74
$1.62M 0.02%
84,374
-351,328
75
$1.61M 0.02%
25,445
+10,500
1 2
3
4 5