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
$6.48B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$39.4M
3
+$39.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$35.9M
5
HDB icon
HDFC Bank
HDB
+$35.1M

Top Sells

1
+$686M
2
+$395M
3
+$283M
4
BF.B icon
Brown-Forman Class B
BF.B
+$40.9M
5
MELI icon
Mercado Libre
MELI
+$27.8M

Sector Composition

1 Financials 23.7%
2 Technology 21.21%
3 Consumer Discretionary 12.37%
4 Industrials 11.7%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64M 0.06%
353,739
+3,400
52
$3.14M 0.05%
172,359
-58,634
53
$2.79M 0.04%
57,405
+565
54
$2.46M 0.04%
75,711
+785
55
$2.46M 0.04%
51,423
+560
56
$2.27M 0.04%
57,908
-27,283
57
$2.08M 0.03%
47,934
-26,680
58
$2.07M 0.03%
297,953
+2,335
59
$2.02M 0.03%
44,125
+250
60
$1.97M 0.03%
13,992
+491
61
$1.97M 0.03%
73,087
+580
62
$1.9M 0.03%
10,606
-4,991
63
$1.75M 0.03%
24,097
+610
64
$1.62M 0.02%
85,300
+2,120
65
$1.59M 0.02%
25,331
+920
66
$1.55M 0.02%
41,660
+1,045
67
$1.38M 0.02%
18,665
+470
68
$1.32M 0.02%
31,000
+755
69
$1.22M 0.02%
35,098
+870
70
$1.14M 0.02%
53,072
+1,350
71
$1.04M 0.02%
56,659
+1,400
72
$955K 0.01%
8,609
+240
73
$931K 0.01%
+7,450
74
$891K 0.01%
10,767
+285
75
$704K 0.01%
27,627
+735
1 2
3
4