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
$3.24B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$28.9M
3
+$25.9M
4
CNI icon
Canadian National Railway
CNI
+$25.2M
5
CB icon
Chubb
CB
+$20.9M

Top Sells

1
+$180M
2
+$17.3M
3
+$15.7M
4
HELE icon
Helen of Troy
HELE
+$12.3M
5
WNR
Western Refining Inc
WNR
+$7.25M

Sector Composition

1 Technology 19.58%
2 Industrials 17.71%
3 Financials 16.82%
4 Healthcare 13.13%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.36M 0.2%
358,076
-11,746
77
$6.31M 0.19%
84,457
-1,727
78
$5.52M 0.17%
105,526
-3,880
79
$4.93M 0.15%
153,505
-2,508
80
$4.08M 0.13%
120,452
+9,545
81
$3.93M 0.12%
155,542
-4,929
82
$3.48M 0.11%
32,034
+2,807
83
$3.31M 0.1%
315,330
+5,450
84
$3.3M 0.1%
84,086
+6,084
85
$3.02M 0.09%
35,240
+5,752
86
$2.91M 0.09%
122,480
+8,365
87
$2.58M 0.08%
91,016
+6,788
88
$850K 0.03%
+129,745
89
$655K 0.02%
7,471
90
$639K 0.02%
4,625
-50
91
$620K 0.02%
6,450
-100
92
$607K 0.02%
5,087
-170
93
$595K 0.02%
17,098
+845
94
$562K 0.02%
3,500
95
$504K 0.02%
5,658
96
$497K 0.02%
9,591
-90
97
$489K 0.02%
3,986
-659
98
$476K 0.01%
4,467
99
$473K 0.01%
11,086
+30
100
$436K 0.01%
3,680
-78
1 2 3
4
5