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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.8M 0.07%
226,415
+12,278
52
$10.9M 0.06%
638,507
+41,638
53
$10.8M 0.06%
141,406
+7,375
54
$10.5M 0.06%
154,878
+6,888
55
$10.4M 0.06%
450,316
+17,374
56
$10.4M 0.06%
193,766
-260,500
57
$9.66M 0.05%
193,974
+91,120
58
$9.58M 0.05%
1,342,165
+108,509
59
$9.49M 0.05%
791,032
+66,201
60
$9.46M 0.05%
571,845
+192,008
61
$9.3M 0.05%
105,839
+70,800
62
$9.17M 0.05%
149,613
+10,970
63
$9.05M 0.05%
436,184
+126,888
64
$9M 0.05%
48,457
+20,819
65
$7.96M 0.04%
212,401
+119,016
66
$7.74M 0.04%
109,429
+30,586
67
$7.64M 0.04%
+95,921
68
$7.47M 0.04%
116,016
+25,732
69
$7.22M 0.04%
+51,473
70
$7.07M 0.04%
127,995
+10,795
71
$6.86M 0.04%
42,513
+11,878
72
$6.6M 0.04%
467,600
+130,360
73
$6.55M 0.04%
159,792
+44,724
74
$6.55M 0.04%
+68,291
75
$6.5M 0.04%
124,299
-5,654
1 2
3
4 5