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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54.5M 0.13%
1,990,187
-10,946
52
$52.7M 0.12%
331,494
+44,458
53
$48.7M 0.12%
1,816,251
-9,685
54
$47M 0.11%
516,931
+2,246
55
$45M 0.11%
1,753,128
-3,768
56
$42.6M 0.1%
12,035,771
+1,858,945
57
$42.2M 0.1%
+326,178
58
$42.1M 0.1%
808,051
+11,489
59
$38.6M 0.09%
+187,063
60
$38.4M 0.09%
+2,918,878
61
$38.3M 0.09%
125,108
-634
62
$33.5M 0.08%
464,437
-1,745
63
$32.6M 0.08%
+319,816
64
$32.4M 0.08%
267,947
-311
65
$30.4M 0.07%
256,074
-872
66
$30.3M 0.07%
236,232
-95,082
67
$30.3M 0.07%
66,106
-8,476
68
$29.5M 0.07%
+620,299
69
$29.3M 0.07%
221,463
+39,868
70
$29M 0.07%
+1,508,383
71
$28.4M 0.07%
155,769
-819
72
$28.4M 0.07%
3,226,531
-19,381
73
$28.1M 0.07%
542,363
-222,634
74
$27.9M 0.07%
243,325
+18,294
75
$27.5M 0.07%
172,389
+2,115
1 2
3
4 5