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
$3.46B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$30.9M
3
+$23.5M
4
APH icon
Amphenol
APH
+$19.5M
5
IPGP icon
IPG Photonics
IPGP
+$18.4M

Top Sells

1
+$31.1M
2
+$29.2M
3
+$13.5M
4
RWT
Redwood Trust
RWT
+$12.4M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$11.2M

Sector Composition

1 Technology 23.03%
2 Financials 17.28%
3 Industrials 14.52%
4 Healthcare 13.39%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.9M 0.2%
480,002
-453,076
77
$6.5M 0.19%
107,725
+2,199
78
$6.17M 0.18%
160,277
+2,855
79
$5.92M 0.17%
156,503
+2,998
80
$5.86M 0.17%
45,901
+13,867
81
$5.83M 0.17%
171,031
+50,579
82
$5.59M 0.16%
1,170,090
+28,248
83
$5.33M 0.15%
101,713
-258,367
84
$4.83M 0.14%
52,912
+17,672
85
$4.46M 0.13%
121,127
+37,041
86
$4.17M 0.12%
413,420
+98,090
87
$4.12M 0.12%
661,589
+531,844
88
$3.97M 0.11%
170,124
+47,644
89
$3.63M 0.1%
159,417
+3,875
90
$3.08M 0.09%
+108,191
91
$3.02M 0.09%
132,914
+41,898
92
$708K 0.02%
7,471
93
$694K 0.02%
4,625
94
$606K 0.02%
16,698
-400
95
$563K 0.02%
5,022
-65
96
$517K 0.01%
5,488
-170
97
$516K 0.01%
9,416
-175
98
$493K 0.01%
3,590
-90
99
$480K 0.01%
3,965
-21
100
$461K 0.01%
10,926
-160
1 2 3
4
5