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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.5M
3
+$20.2M
4
AZN icon
AstraZeneca
AZN
+$20.1M
5
SAP icon
SAP
SAP
+$17M

Top Sells

1
+$462M
2
+$436M
3
+$392M
4
ENTG icon
Entegris
ENTG
+$367M
5
BAH icon
Booz Allen Hamilton
BAH
+$282M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.9M 0.1%
604,365
-36,939
52
$37.5M 0.1%
+533,734
53
$37.3M 0.1%
1,846,578
-113,756
54
$33.6M 0.09%
239,384
-14,294
55
$32M 0.08%
248,760
-12,814
56
$28.6M 0.07%
157,596
+22,840
57
$27.2M 0.07%
242,083
+24,296
58
$26.1M 0.07%
290,596
-14,996
59
$26M 0.07%
2,992,165
-190,855
60
$25.6M 0.07%
1,862,798
-113,922
61
$25.2M 0.06%
13,245
+1,594
62
$25.2M 0.06%
406,449
-26,699
63
$24.4M 0.06%
492,391
-29,921
64
$24.4M 0.06%
202,232
-11,509
65
$23.4M 0.06%
445,012
+83,623
66
$23.3M 0.06%
2,286,239
-151,319
67
$23M 0.06%
221,236
+84,898
68
$22.4M 0.06%
151,806
-3,567
69
$21.8M 0.06%
355,944
+85,625
70
$21.5M 0.06%
223,423
-186
71
$21M 0.05%
189,342
-7,345
72
$20.9M 0.05%
388,655
+2,128
73
$20.8M 0.05%
92,155
+8,006
74
$20.7M 0.05%
1,065,562
-1,278,068
75
$20.5M 0.05%
442,786
+154,542
1 2
3
4 5