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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$577M
3
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

1
+$515M
2
+$512M
3
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51.2M 0.17%
514,509
-29,966
52
$51M 0.17%
875,315
+360,590
53
$45.9M 0.15%
358,298
-20,045
54
$39.6M 0.13%
517,195
+63,044
55
$38.3M 0.13%
1,028,893
+9,883
56
$36.7M 0.12%
379,806
-9,954
57
$35.9M 0.12%
1,971,677
+7,049
58
$32.8M 0.11%
695,004
-54,247
59
$31.2M 0.1%
704,781
-100,984
60
$31.1M 0.1%
134,398
-1,287
61
$30.6M 0.1%
206,317
-43,172
62
$29.6M 0.1%
2,136,947
-20,069
63
$28M 0.09%
177,897
+1,169
64
$28M 0.09%
171,891
+4,272
65
$26.6M 0.09%
912,664
+1,925
66
$25.7M 0.09%
486,447
+5,621
67
$25M 0.08%
129,632
+5,333
68
$24.5M 0.08%
100,213
+1,031
69
$24.1M 0.08%
297,875
-13,072
70
$23.2M 0.08%
+273,141
71
$22.9M 0.08%
320,670
+2,566
72
$22.5M 0.08%
1,804,933
-53,802
73
$21.8M 0.07%
113,801
-16,099
74
$21.2M 0.07%
+2,535,713
75
$20.7M 0.07%
423,440
-57,023
1 2
3
4 5