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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$129M
3
+$82.6M
4
RACE icon
Ferrari
RACE
+$60.8M
5
ASML icon
ASML
ASML
+$57.2M

Top Sells

1
+$1.02B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$184M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31M 0.08%
226,903
+55,551
52
$30.2M 0.08%
578,079
+72,143
53
$28.3M 0.08%
398,431
+150,284
54
$27M 0.07%
386,415
+206,010
55
$26.8M 0.07%
113,639
-64,925
56
$26.2M 0.07%
1,938,738
+244,464
57
$25.3M 0.07%
225,271
+28,145
58
$25.1M 0.07%
151,838
+19,363
59
$24.6M 0.07%
235,202
+30,108
60
$24.5M 0.07%
269,298
+33,287
61
$22.8M 0.06%
+1,245,382
62
$22.4M 0.06%
1,840,615
+465,773
63
$21.3M 0.06%
1,262,174
+162,583
64
$20.1M 0.06%
171,512
-85,638
65
$20.1M 0.06%
195,986
+24,524
66
$19.7M 0.05%
704,474
+87,249
67
$19M 0.05%
580,890
+74,387
68
$18.7M 0.05%
552,096
+85,422
69
$18M 0.05%
890,278
+143,476
70
$17.6M 0.05%
421,762
+53,743
71
$16.6M 0.05%
219,294
+35,396
72
$16.4M 0.04%
187,185
-4,082
73
$15.8M 0.04%
74,798
+14,054
74
$15.4M 0.04%
155,792
+20,072
75
$14.2M 0.04%
160,564
-61,123
1 2
3
4 5