WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 46.92%
This Quarter Est. Return
1 Year Est. Return
+46.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$70.3M
3
+$50.1M
4
TSM icon
TSMC
TSM
+$40.7M
5
HDB icon
HDFC Bank
HDB
+$38.2M

Top Sells

1
+$80.2M
2
+$56.7M
3
+$51.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.2M
5
UFPT icon
UFP Technologies
UFPT
+$4.48M

Sector Composition

1 Financials 38.8%
2 Technology 18.56%
3 Industrials 13.63%
4 Healthcare 8.5%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.06%
277,355
-3,865
52
$5.76M 0.05%
44,037
-299
53
$5.21M 0.05%
48,656
-16,649
54
$5.13M 0.05%
41,406
-13,670
55
$5.1M 0.05%
95,193
-32,667
56
$5.08M 0.05%
102,216
-35,107
57
$4.72M 0.04%
301,947
-181,358
58
$4.64M 0.04%
114,626
-1,074
59
$4.63M 0.04%
447,125
-4,107
60
$4.57M 0.04%
351,884
-2,859
61
$4.24M 0.04%
84,802
-29,133
62
$3.99M 0.04%
309,265
-2,249
63
$3.87M 0.04%
132,217
-45,605
64
$3.85M 0.04%
72,204
+25,077
65
$3.84M 0.04%
160,941
-1,232
66
$3.81M 0.04%
129,204
-151,722
67
$3.42M 0.03%
51,717
-17,740
68
$2.95M 0.03%
113,576
+29,033
69
$2.89M 0.03%
12,732
-549
70
$2.86M 0.03%
16,746
-696
71
$2.81M 0.03%
249,485
-54,180
72
$2.72M 0.03%
25,813
+190
73
$2.58M 0.02%
55,244
-15,688
74
$2.56M 0.02%
119,490
+81,960
75
$2.55M 0.02%
50,910
-643
1 2
3
4