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
$2.77B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.3M
3
+$42.4M
4
CNI icon
Canadian National Railway
CNI
+$39.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$31.3M

Top Sells

1
+$26M
2
+$2.7M
3
+$2.63M
4
TITN icon
Titan Machinery
TITN
+$2.54M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.28M

Sector Composition

1 Financials 15.04%
2 Technology 13.62%
3 Industrials 13.35%
4 Healthcare 10.55%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.5M 0.2%
113,397
-12,032
77
$5.33M 0.19%
185,368
-17,714
78
$5.2M 0.19%
495,841
-51,350
79
$4.96M 0.18%
274,624
-26,263
80
$4.89M 0.18%
162,009
-15,618
81
$4.77M 0.17%
165,399
-15,925
82
$4.28M 0.15%
169,152
-16,094
83
$2.23M 0.08%
484,757
-32,271
84
$1.03M 0.04%
+15,315
85
$849K 0.03%
4,675
86
$627K 0.02%
7,471
87
$621K 0.02%
14,383
+3,960
88
$604K 0.02%
4,838
-15
89
$566K 0.02%
4,210
90
$520K 0.02%
17,175
+8,862
91
$453K 0.02%
6,461
92
$443K 0.02%
3,500
93
$434K 0.02%
245,184
-51,445
94
$431K 0.02%
5,643
95
$428K 0.02%
16,493
+25
96
$427K 0.02%
9,411
+20
97
$406K 0.01%
8,910
-24
98
$403K 0.01%
4,946
+1
99
$394K 0.01%
4,307
100
$377K 0.01%
10,595
1 2 3
4
5