WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
-0.98%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$4.44B
AUM Growth
+$4.44B
(-10%)
Cap. Flow
-$443M
Cap. Flow
% of AUM
-9.97%
Top 10 Holdings %
Top 10 Hldgs %
71.26%
Holding
150
New
10
Increased
75
Reduced
17
Closed
36
Top Buys
| 1 |
Icon
ICLR
|
$250M |
| 2 |
TSMC
TSM
|
$144M |
| 3 |
Novo Nordisk
NVO
|
$111M |
| 4 |
ASML
ASML
|
$105M |
| 5 |
Chubb
CB
|
$101M |
Top Sells
| 1 |
Perrigo
PRGO
|
$271M |
| 2 |
Canadian National Railway
CNI
|
$164M |
| 3 |
eBay
EBAY
|
$22.1M |
| 4 |
MON
Monsanto Co
MON
|
$20.8M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lindsay Corp
LNN
$1.48B
| $7.86M | 0.18% |
89,431
+4,409
| +5% | +$388K |
|
77
Avista
AVA
$2.95B
| $7.84M | 0.18% |
255,869
+14,105
| +6% | +$432K |
|
78
Ambev
ABEV
$33.5B
| $7.84M | 0.18% |
1,285,313
+390,126
| +44% | +$2.38M |
|
79
Sensient Technologies
SXT
$4.8B
| $7.72M | 0.17% |
113,035
+6,071
| +6% | +$415K |
|
|
QUNR
80
DELISTED
Qunar Cayman Islands Limited
QUNR
| $7.72M | 0.17% |
180,101
+40,456
| +29% | +$1.73M |
|
81
Hope Bancorp
HOPE
$1.42B
| $7.48M | 0.17% |
505,551
+27,356
| +6% | +$405K |
|
82
Embraer
ERJ
$10.5B
| $7.02M | 0.16% |
231,724
+73,750
| +47% | +$2.23M |
|
|
RJET
83
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
| $6.76M | 0.15% |
736,180
+39,027
| +6% | +$358K |
|
84
BRF SA
BRFS
$5.83B
| $6.76M | 0.15% |
323,082
+101,208
| +46% | +$2.12M |
|
|
CBPO
85
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $6.58M | 0.15% |
+57,159
| New | +$6.58M |
|
86
Moog
MOG.A
$6.11B
| $6.55M | 0.15% |
92,626
-8,939
| -9% | -$632K |
|
|
TPLM
87
DELISTED
Triangle Petroleum Corporation
TPLM
| $6.18M | 0.14% |
1,230,980
+68,236
| +6% | +$343K |
|
|
KSU
88
DELISTED
Kansas City Southern
KSU
| $5.93M | 0.13% |
65,052
+23,892
| +58% | +$2.18M |
|
|
WX
89
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
| $5.67M | 0.13% |
134,204
+50,700
| +61% | +$2.14M |
|
90
Gran Tierra Energy
GTE
$143M
| $5.07M | 0.11% |
1,701,259
+99,742
| +6% | +$297K |
|
91
Olin
OLN
$2.67B
| $4.43M | 0.1% |
164,478
+8,712
| +6% | +$235K |
|
|
92
Perrigo
PRGO
$3.21B
| $1.98M | 0.04% |
10,690
-1,464,638
| -99% | -$271M |
|
93
Aon
AON
$80.6B
| $745K | 0.02% |
7,471
| – | – |
|
94
Berkshire Hathaway Class B
BRK.B
$1.08T
| $630K | 0.01% |
4,625
| – | – |
|
95
Walt Disney
DIS
$211B
| $626K | 0.01% |
5,488
| – | – |
|
96
Clorox
CLX
$15B
| $616K | 0.01% |
5,920
+2,960
| +100% | +$308K |
|
97
Wells Fargo
WFC
$258B
| $495K | 0.01% |
8,806
+20
| +0.2% | +$1.12K |
|
98
GE Aerospace
GE
$293B
| $471K | 0.01% |
17,739
| – | – |
|
99
Chevron
CVX
$318B
| $460K | 0.01% |
4,767
| – | – |
|
100
3M
MMM
$81B
| $425K | 0.01% |
2,757
| – | – |
|