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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$284M
3
+$111M
4
ANSS
Ansys
ANSS
+$90.2M
5
ASML icon
ASML
ASML
+$69.7M

Top Sells

1
+$267M
2
+$124M
3
+$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.07%
829,270
+338,451
52
$10.4M 0.07%
225,810
+93,058
53
$10.2M 0.07%
403,183
+164,313
54
$9.64M 0.07%
299,705
+122,211
55
$9.62M 0.07%
109,200
+44,724
56
$9.37M 0.07%
128,156
+51,776
57
$9.06M 0.06%
642,895
+260,368
58
$8.9M 0.06%
259,153
+3,520
59
$8.83M 0.06%
299,169
-8,230
60
$8.8M 0.06%
138,459
+56,830
61
$7.51M 0.05%
90,884
+38,214
62
$6.8M 0.05%
94,630
+39,592
63
$5.35M 0.04%
112,522
+48,616
64
$4.48M 0.03%
101,236
+43,728
65
$3.49M 0.02%
205,900
+91,437
66
$3.35M 0.02%
13,953
+190
67
$3.33M 0.02%
19,670
+265
68
$2.92M 0.02%
18,069
+250
69
$2.9M 0.02%
40,599
+555
70
$2.79M 0.02%
+23,070
71
$2.73M 0.02%
99,479
+1,360
72
$2.13M 0.01%
73,077
-6,203
73
$2.06M 0.01%
+32,846
74
$1.89M 0.01%
21,240
-1,270,480
75
$1.85M 0.01%
+20,121
1 2
3
4 5