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
$4.01B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$66M
3
+$51.3M
4
ST icon
Sensata Technologies
ST
+$49.7M
5
CP icon
Canadian Pacific Kansas City
CP
+$48.1M

Top Sells

1
+$14.4M
2
+$13.7M
3
+$6.83M
4
SAFT icon
Safety Insurance
SAFT
+$6.49M
5
ACAS
American Capital Ltd
ACAS
+$6.44M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.78%
3 Financials 12.71%
4 Industrials 12.1%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.12M 0.15%
+275,366
77
$6.1M 0.15%
109,406
-172
78
$5.96M 0.15%
155,116
-539
79
$5.41M 0.13%
156,013
-424
80
$4.32M 0.11%
160,471
-662
81
$3.81M 0.09%
110,907
+15,940
82
$2.84M 0.07%
78,002
+11,047
83
$2.79M 0.07%
29,227
+4,004
84
$2.77M 0.07%
114,115
+16,323
85
$2.7M 0.07%
+84,228
86
$2.67M 0.07%
309,880
+45,510
87
$2.57M 0.06%
29,488
+3,754
88
$686K 0.02%
5,257
+555
89
$673K 0.02%
7,471
90
$598K 0.01%
+6,550
91
$592K 0.01%
4,675
92
$585K 0.01%
4,645
+383
93
$515K 0.01%
3,500
94
$509K 0.01%
9,681
+100
95
$502K 0.01%
16,253
+150
96
$485K 0.01%
5,658
97
$468K 0.01%
11,056
+2,490
98
$467K 0.01%
4,467
+75
99
$460K 0.01%
10,840
+125
100
$450K 0.01%
3,758
+18
1 2 3
4
5