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
$9.24B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$60.1M
3
+$29.1M
4
SCHW icon
Charles Schwab
SCHW
+$29M
5
TCOM icon
Trip.com Group
TCOM
+$28.1M

Top Sells

1
+$124M
2
+$61M
3
+$50.8M
4
PX
Praxair Inc
PX
+$21.5M
5
NKE icon
Nike
NKE
+$16.9M

Sector Composition

1 Financials 24.58%
2 Technology 13.14%
3 Consumer Discretionary 7.79%
4 Industrials 7.12%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.97M 0.05%
43,955
+760
52
$4.95M 0.05%
237,534
+8,385
53
$4.51M 0.05%
133,779
+3,890
54
$4.43M 0.05%
46,483
+545
55
$4.16M 0.05%
159,757
+45,475
56
$3.6M 0.04%
350,339
+4,460
57
$2.72M 0.03%
74,614
-4,847
58
$2.65M 0.03%
+85,191
59
$2.62M 0.03%
56,840
+670
60
$2.55M 0.03%
+15,597
61
$2.43M 0.03%
295,618
+3,525
62
$2.34M 0.03%
74,926
+890
63
$2.24M 0.02%
43,875
+795
64
$2.05M 0.02%
22,266
-66,648
65
$2M 0.02%
50,863
+610
66
$1.91M 0.02%
13,501
+1,130
67
$1.85M 0.02%
23,487
+1,955
68
$1.69M 0.02%
19,053
-2,650
69
$1.68M 0.02%
83,180
+25,640
70
$1.59M 0.02%
40,615
+27,215
71
$1.52M 0.02%
24,411
+1,700
72
$1.43M 0.02%
72,507
+3,655
73
$1.4M 0.02%
30,505
+21,695
74
$1.39M 0.02%
18,195
-7,250
75
$1.11M 0.01%
55,259
+3,895
1 2
3
4 5