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
$4.44B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$144M
3
+$111M
4
ASML icon
ASML
ASML
+$105M
5
CB icon
Chubb
CB
+$101M

Top Sells

1
+$271M
2
+$164M
3
+$22.1M
4
MON
Monsanto Co
MON
+$20.8M
5
AMZN icon
Amazon
AMZN
+$14.9M

Sector Composition

1 Technology 29.02%
2 Financials 19.05%
3 Healthcare 16.71%
4 Industrials 9.68%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.86M 0.18%
89,431
+4,409
77
$7.84M 0.18%
255,869
+14,105
78
$7.84M 0.18%
1,285,313
+390,126
79
$7.72M 0.17%
113,035
+6,071
80
$7.72M 0.17%
180,101
+40,456
81
$7.48M 0.17%
505,551
+27,356
82
$7.02M 0.16%
231,724
+73,750
83
$6.76M 0.15%
736,180
+39,027
84
$6.75M 0.15%
323,082
+101,208
85
$6.58M 0.15%
+57,159
86
$6.55M 0.15%
92,626
-8,939
87
$6.18M 0.14%
1,230,980
+68,236
88
$5.93M 0.13%
65,052
+23,892
89
$5.67M 0.13%
134,204
+50,700
90
$5.07M 0.11%
170,126
+9,974
91
$4.43M 0.1%
164,478
+8,712
92
$1.98M 0.04%
10,690
-1,464,638
93
$745K 0.02%
7,471
94
$630K 0.01%
4,625
95
$626K 0.01%
5,488
96
$616K 0.01%
5,920
+2,960
97
$495K 0.01%
8,806
+20
98
$471K 0.01%
3,701
99
$460K 0.01%
4,767
100
$425K 0.01%
3,297
1 2 3
4
5