WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+1.24%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$1.85B
AUM Growth
–
Cap. Flow
+$1.85B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TSMC
TSM
|
$95M |
| 2 |
Chubb
CB
|
$73.9M |
| 3 |
Core Laboratories
CLB
|
$66.8M |
| 4 |
Canadian National Railway
CNI
|
$65.6M |
| 5 |
ASML
ASML
|
$62.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MON
76
DELISTED
Monsanto Co
MON
| $1.85M | 0.1% |
+18,676
| New | +$1.85M |
|
77
NOV
NOV
$4.82B
| $1.69M | 0.09% |
+24,526
| New | +$1.69M |
|
78
Alphabet (Google) Class C
GOOG
$2.79T
| $1.65M | 0.09% |
+1,872
| New | +$1.65M |
|
79
3M
MMM
$81B
| $1.61M | 0.09% |
+14,707
| New | +$1.61M |
|
80
American Tower
AMT
$91.9B
| $1.56M | 0.08% |
+21,342
| New | +$1.56M |
|
81
eBay
EBAY
$41.2B
| $1.46M | 0.08% |
+28,132
| New | +$1.46M |
|
82
Nike
NKE
$110B
| $1.43M | 0.08% |
+22,374
| New | +$1.43M |
|
|
CELG
83
DELISTED
Celgene Corp
CELG
| $1.38M | 0.07% |
+11,789
| New | +$1.38M |
|
|
AMTD
84
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.3M | 0.07% |
+53,488
| New | +$1.3M |
|
85
Pricesmart
PSMT
$3.33B
| $1.07M | 0.06% |
+12,244
| New | +$1.07M |
|
86
Pfizer
PFE
$141B
| $1.07M | 0.06% |
+38,246
| New | +$1.07M |
|
87
Chevron
CVX
$318B
| $1.01M | 0.05% |
+8,503
| New | +$1.01M |
|
88
Philip Morris
PM
$254B
| $921K | 0.05% |
+10,630
| New | +$921K |
|
89
Perrigo
PRGO
$3.21B
| $877K | 0.05% |
+7,249
| New | +$877K |
|
90
GE Aerospace
GE
$293B
| $742K | 0.04% |
+32,009
| New | +$742K |
|
91
Exxon Mobil
XOM
$477B
| $735K | 0.04% |
+8,140
| New | +$735K |
|
92
Home Depot
HD
$406B
| $670K | 0.04% |
+8,650
| New | +$670K |
|
93
Johnson & Johnson
JNJ
$429B
| $558K | 0.03% |
+6,494
| New | +$558K |
|
94
Berkshire Hathaway Class B
BRK.B
$1.08T
| $523K | 0.03% |
+4,675
| New | +$523K |
|
95
Procter & Gamble
PG
$370B
| $517K | 0.03% |
+6,720
| New | +$517K |
|
96
Aon
AON
$80.6B
| $481K | 0.03% |
+7,471
| New | +$481K |
|
97
Apple
AAPL
$3.54T
| $454K | 0.02% |
+1,146
| New | +$454K |
|
98
Coca-Cola
KO
$297B
| $439K | 0.02% |
+10,946
| New | +$439K |
|
99
Costco
COST
$421B
| $436K | 0.02% |
+3,940
| New | +$436K |
|
100
Walt Disney
DIS
$211B
| $413K | 0.02% |
+6,533
| New | +$413K |
|