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
$31.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.2B
2
+$867M
3
+$270M
4
BAH icon
Booz Allen Hamilton
BAH
+$133M
5
AZN icon
AstraZeneca
AZN
+$33.1M

Top Sells

1
+$926M
2
+$502M
3
+$276M
4
UNP icon
Union Pacific
UNP
+$260M
5
RGEN icon
Repligen
RGEN
+$249M

Sector Composition

1 Technology 26.1%
2 Healthcare 24.77%
3 Financials 19.43%
4 Industrials 17.62%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.9M 0.12%
1,960,621
-11,056
52
$36.1M 0.12%
2,134,391
-2,556
53
$34.2M 0.11%
697,853
-6,928
54
$31.1M 0.1%
134,149
-249
55
$30.8M 0.1%
171,581
-310
56
$29M 0.09%
176,054
-1,843
57
$28.4M 0.09%
483,151
-3,296
58
$27M 0.09%
521,106
-507,787
59
$25.9M 0.08%
182,068
-197,738
60
$25.7M 0.08%
297,671
-204
61
$25.5M 0.08%
901,544
-11,120
62
$25M 0.08%
153,553
-52,764
63
$24.8M 0.08%
+1,305,490
64
$23.7M 0.08%
409,316
-5,109
65
$23M 0.07%
130,283
+651
66
$22M 0.07%
99,784
-429
67
$22M 0.07%
421,685
-1,755
68
$21.7M 0.07%
319,091
-1,579
69
$21.4M 0.07%
112,363
-1,438
70
$21.1M 0.07%
125,335
-1,476,647
71
$20.4M 0.07%
1,642,976
-892,737
72
$20M 0.06%
203,742
+12,052
73
$19.8M 0.06%
97,840
-456
74
$19.6M 0.06%
1,226,141
+49,990
75
$19.4M 0.06%
244,884
+1,650
1 2
3
4 5