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
$11.2B
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$427M
3
+$84.9M
4
HDB icon
HDFC Bank
HDB
+$56.1M
5
SHOP icon
Shopify
SHOP
+$49.5M

Top Sells

1
+$8.52M
2
+$4.25M
3
+$4.01M
4
TVTY
Tivity Health, Inc. Common Stock
TVTY
+$2.97M
5
JD icon
JD.com
JD
+$2.96M

Sector Composition

1 Technology 29.98%
2 Healthcare 25.92%
3 Financials 19.16%
4 Industrials 13.83%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.26M 0.06%
249,900
+24,955
52
$6.06M 0.05%
490,819
+51,464
53
$5.85M 0.05%
73,656
+28,597
54
$5.8M 0.05%
64,476
+7,402
55
$5.75M 0.05%
119,693
+10,676
56
$5.69M 0.05%
59,700
+6,465
57
$5.63M 0.05%
177,494
+71,337
58
$5.54M 0.05%
81,629
+8,499
59
$4.64M 0.04%
382,527
+42,385
60
$4.56M 0.04%
76,380
+35,119
61
$4.55M 0.04%
137,221
+13,160
62
$3.06M 0.03%
55,038
+6,723
63
$3.05M 0.03%
13,763
+785
64
$2.93M 0.03%
+52,670
65
$2.78M 0.02%
63,906
+6,817
66
$2.68M 0.02%
17,819
+968
67
$2.57M 0.02%
98,119
+5,343
68
$2.25M 0.02%
40,044
+2,180
69
$2.25M 0.02%
+19,405
70
$2.19M 0.02%
+79,280
71
$2.06M 0.02%
62,132
-39,812
72
$2.05M 0.02%
+57,508
73
$2.02M 0.02%
+114,463
74
$1.43M 0.01%
+20,058
75
$559K 0.01%
3,500
1 2
3
4