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
$2.79B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.8M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$9.83M
5
TSM icon
TSMC
TSM
+$9.23M

Top Sells

1
+$116M
2
+$68M
3
+$48.7M
4
MMM icon
3M
MMM
+$10.9M
5
CAB
Cabela's Inc
CAB
+$10.8M

Sector Composition

1 Healthcare 14.95%
2 Technology 14.94%
3 Financials 14.09%
4 Industrials 12.82%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.06M 0.18%
156,437
-5,572
77
$4.45M 0.16%
161,133
-4,266
78
$4.32M 0.15%
163,882
-5,270
79
$3.83M 0.14%
+296,542
80
$3.16M 0.11%
94,967
+77,792
81
$2.6M 0.09%
25,734
-47,091
82
$2.4M 0.09%
25,223
-512,084
83
$2.38M 0.09%
66,955
+60,521
84
$2.32M 0.08%
264,370
+238,375
85
$2.29M 0.08%
75,841
+61,458
86
$1.95M 0.07%
97,792
-3,402,176
87
$1.37M 0.05%
+42,239
88
$630K 0.02%
7,471
89
$584K 0.02%
4,675
90
$559K 0.02%
4,702
-136
91
$529K 0.02%
4,262
+52
92
$485K 0.02%
3,500
93
$477K 0.02%
9,581
+170
94
$453K 0.02%
5,658
+15
95
$441K 0.02%
6,596
+135
96
$431K 0.02%
4,392
+85
97
$424K 0.02%
3,740
-96,308
98
$416K 0.01%
16,103
-390
99
$407K 0.01%
5,050
+104
100
$401K 0.01%
7,735
+235
1 2 3
4
5