WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54.3M 0.11%
200,485
+126,103
52
$52.5M 0.11%
321,532
+62,731
53
$50.6M 0.11%
429,797
-59,263
54
$48.7M 0.1%
+5,381,108
55
$39.8M 0.08%
1,605,944
-219,345
56
$37.5M 0.08%
1,501,492
-178,506
57
$37.4M 0.08%
109,840
-564
58
$36.6M 0.08%
141,749
-911
59
$35.7M 0.07%
+3,624,455
60
$32.5M 0.07%
2,026,167
-233,683
61
$31.7M 0.07%
512,092
-2,215
62
$31.1M 0.06%
298,880
-118,021
63
$29.1M 0.06%
169,409
-77,333
64
$27.5M 0.06%
1,008,395
+442,649
65
$27.2M 0.06%
263,625
-1,691
66
$27M 0.06%
379,481
-53,745
67
$26.4M 0.05%
350,407
-4,277
68
$25.9M 0.05%
102,687
+56,833
69
$25.7M 0.05%
281,288
+72,506
70
$25.6M 0.05%
432,471
-1,557
71
$25.3M 0.05%
193,785
-86,100
72
$25.3M 0.05%
290,047
+55,238
73
$25M 0.05%
141,614
-6,501
74
$24.8M 0.05%
347,703
+7,898
75
$24.7M 0.05%
72,443
-78,124
1 2
3
4 5