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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43.2M 0.16%
463,346
-67,998
52
$41.9M 0.15%
792,270
-234,435
53
$35.3M 0.13%
1,003,304
-9,995
54
$34.9M 0.13%
1,937,664
-22,397
55
$33.8M 0.12%
2,139,061
-25,565
56
$32.9M 0.12%
306,874
-3,615
57
$32.7M 0.12%
641,338
-7,560
58
$32M 0.11%
531,110
-6,165
59
$30M 0.11%
294,003
-3,566
60
$29.8M 0.11%
629,444
+47,396
61
$28.3M 0.1%
134,280
-1,575
62
$27.7M 0.1%
386,569
-4,606
63
$27.6M 0.1%
1,837,894
-21,834
64
$26.2M 0.09%
+319,820
65
$25.4M 0.09%
354,710
+5,565
66
$25.2M 0.09%
246,884
-2,908
67
$24.2M 0.09%
78,965
+21,453
68
$24.1M 0.09%
166,378
-1,944
69
$23.2M 0.08%
1,460,671
-1,193,632
70
$22.9M 0.08%
127,544
-1,493
71
$21M 0.08%
314,884
-3,700
72
$21M 0.08%
475,345
-5,762
73
$20.4M 0.07%
679,188
-7,954
74
$20.1M 0.07%
1,096,958
-86,896
75
$20M 0.07%
122,628
-1,401
1 2
3
4 5