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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.3M 0.12%
699,936
+2,083
52
$37.7M 0.11%
1,959,080
-1,541
53
$36.8M 0.11%
440,165
-42,986
54
$33.5M 0.1%
1,835,336
+572,999
55
$33.1M 0.1%
171,431
-150
56
$32.9M 0.1%
134,230
+81
57
$31.4M 0.09%
175,737
-317
58
$28.6M 0.09%
371,810
-49,875
59
$28.4M 0.08%
99,302
+40,188
60
$28.4M 0.08%
153,577
+24
61
$27.6M 0.08%
899,445
-2,099
62
$27.5M 0.08%
524,044
+2,938
63
$24.9M 0.07%
245,835
+951
64
$24.6M 0.07%
182,062
-6
65
$23.7M 0.07%
408,332
-984
66
$23.6M 0.07%
283,950
+21,153
67
$23.5M 0.07%
297,755
+84
68
$23.1M 0.07%
202,784
-958
69
$22.7M 0.07%
2,510,118
+863,668
70
$22.4M 0.07%
112,382
+19
71
$22M 0.07%
318,590
-501
72
$21.5M 0.06%
111,863
+7,537
73
$21.1M 0.06%
1,205,599
-20,542
74
$20.4M 0.06%
984,218
+2,738
75
$20.3M 0.06%
130,197
-86
1 2
3
4 5