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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.9M 0.12%
1,960,061
+34,864
52
$38.5M 0.11%
648,898
+16,338
53
$38.1M 0.11%
1,859,728
+44,987
54
$35.8M 0.1%
2,237,615
-498,014
55
$35.6M 0.1%
1,183,854
+9,378
56
$35.5M 0.1%
135,855
-15,525
57
$35.2M 0.1%
2,164,626
+52,000
58
$34.4M 0.1%
391,175
-42,971
59
$33.7M 0.09%
582,048
+138,419
60
$31M 0.09%
129,037
+4,422
61
$31M 0.09%
1,702,337
-35,659
62
$29.5M 0.08%
310,489
+97,081
63
$28.9M 0.08%
349,145
+91,244
64
$28.1M 0.08%
249,792
+4,875
65
$27M 0.08%
318,584
-102,466
66
$26.5M 0.07%
+348,866
67
$26.4M 0.07%
118,682
+2,234
68
$25.8M 0.07%
687,142
-352
69
$25.4M 0.07%
168,322
+3,523
70
$24.3M 0.07%
1,373,024
+14,169
71
$24M 0.07%
297,569
+48,763
72
$23.6M 0.07%
481,107
+173,501
73
$23.1M 0.06%
537,275
+194,762
74
$22.9M 0.06%
124,029
-99
75
$22.3M 0.06%
57,512
+23,653
1 2
3
4 5