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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.7M 0.09%
305,690
+105,610
52
$37.4M 0.09%
175,917
+4,870
53
$37.2M 0.09%
415,950
+12,514
54
$35.6M 0.08%
151,826
+4,202
55
$35.1M 0.08%
1,066,903
+32,113
56
$33M 0.08%
1,775,932
+584,007
57
$32.6M 0.08%
422,669
+11,107
58
$32.6M 0.08%
435,874
+11,297
59
$32M 0.07%
2,120,667
+56,754
60
$31.2M 0.07%
1,447,904
+784,544
61
$30.3M 0.07%
634,943
+19,669
62
$29.6M 0.07%
1,366,425
+40,216
63
$29.4M 0.07%
264,931
+13,217
64
$29.2M 0.07%
249,850
+6,547
65
$29M 0.07%
+1,331,887
66
$28.8M 0.07%
360,826
+9,164
67
$28.4M 0.07%
245,989
+6,051
68
$27.1M 0.06%
115,913
+51,654
69
$26.9M 0.06%
550,515
-270,324
70
$26.1M 0.06%
165,500
+4,071
71
$24.7M 0.06%
672,970
+277,610
72
$21.9M 0.05%
294,074
+7,242
73
$20.6M 0.05%
+341,379
74
$20.3M 0.05%
214,184
+5,353
75
$20.1M 0.05%
306,736
+140,495
1 2
3
4 5