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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$165M
3
+$123M
4
ACN icon
Accenture
ACN
+$76.1M
5
TSM icon
TSMC
TSM
+$71.9M

Top Sells

1
+$264M
2
+$259M
3
+$112M
4
COST icon
Costco
COST
+$52M
5
VRSK icon
Verisk Analytics
VRSK
+$51M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.06%
314,852
-17,126
52
$10.2M 0.06%
126,105
-144,236
53
$9.86M 0.06%
114,513
-9,911
54
$9.84M 0.06%
124,089
-10,443
55
$9.53M 0.06%
+387,994
56
$9.45M 0.06%
658,850
+388,915
57
$9.11M 0.05%
+374,890
58
$8.68M 0.05%
181,788
-15,524
59
$8.52M 0.05%
875,168
-49,346
60
$7.79M 0.05%
97,909
-8,203
61
$7.23M 0.04%
81,285
-7,027
62
$7.04M 0.04%
575,766
-48,695
63
$6.59M 0.04%
80,036
+59,150
64
$6.19M 0.04%
+61,985
65
$6.1M 0.04%
265,592
-89,383
66
$5.55M 0.03%
94,425
+69,305
67
$5.52M 0.03%
47,303
+22,488
68
$5.3M 0.03%
100,744
-8,669
69
$5.2M 0.03%
269,734
+146,934
70
$4.62M 0.03%
128,948
+53,541
71
$4.3M 0.03%
23,585
+1,435
72
$4.03M 0.02%
36,844
-2,966
73
$3.91M 0.02%
74,774
-4,946
74
$3.69M 0.02%
56,690
-3,070
75
$3.59M 0.02%
119,104
+7,220
1 2
3
4 5