WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.4B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$289M
3
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

1
+$717M
2
+$583M
3
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.7M 0.08%
2,063,913
+125,175
52
$31M 0.08%
1,326,209
+80,827
53
$30.7M 0.08%
351,662
+116,460
54
$30.6M 0.08%
424,577
+26,146
55
$30.5M 0.08%
251,714
+24,811
56
$30.2M 0.08%
200,080
+11,881
57
$29.8M 0.08%
411,562
+25,147
58
$29.6M 0.08%
239,938
+14,667
59
$28M 0.07%
286,832
+17,534
60
$26.4M 0.07%
181,992
+10,480
61
$25.5M 0.06%
161,429
+9,591
62
$24.3M 0.06%
+395,360
63
$23.7M 0.06%
750,327
+45,853
64
$23M 0.06%
+663,360
65
$23M 0.06%
+402,158
66
$21.6M 0.06%
208,831
+12,845
67
$20.8M 0.05%
+1,191,925
68
$20.7M 0.05%
2,090,928
+250,313
69
$19.8M 0.05%
748,366
-141,912
70
$19.1M 0.05%
97,976
-146,735
71
$19M 0.05%
619,851
+38,961
72
$18.9M 0.05%
19,886
+5,398
73
$18.1M 0.05%
79,497
+4,699
74
$16.9M 0.04%
449,913
+28,151
75
$14.7M 0.04%
229,313
+8,926
1 2
3
4 5