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
-$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$59.4M
3
+$38.8M
4
CB icon
Chubb
CB
+$34.4M
5
ICLR icon
Icon
ICLR
+$33.9M

Top Sells

1
+$329M
2
+$21.1M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.9M
5
LNKD
LinkedIn Corporation
LNKD
+$15.7M

Sector Composition

1 Financials 24.83%
2 Technology 22.5%
3 Healthcare 19.13%
4 Industrials 9.59%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.08M 0.15%
202,331
+22,230
77
$5.57M 0.14%
214,200
-117,207
78
$5.54M 0.14%
81,713
-7,718
79
$5.51M 0.14%
71,300
-32,413
80
$5.23M 0.13%
1,066,598
-218,715
81
$4.77M 0.12%
352,393
-31,390
82
$4.58M 0.11%
50,451
-14,601
83
$4.54M 0.11%
255,127
-67,955
84
$4.44M 0.11%
49,471
-7,688
85
$4.2M 0.1%
777,079
-71,548
86
$3.29M 0.08%
154,673
-15,453
87
$3.18M 0.08%
34,322
-199,124
88
$1.72M 0.04%
67,357
-164,367
89
$667K 0.02%
+11,640
90
$662K 0.02%
7,471
91
$561K 0.01%
5,488
92
$482K 0.01%
4,170
-1,750
93
$380K 0.01%
2,000
-82,500
94
$365K 0.01%
3,016
-685
95
$328K 0.01%
6,381
-2,425
96
$320K 0.01%
7,976
-2,310
97
$310K 0.01%
3,934
-833
98
$286K 0.01%
3,061
-966
99
$279K 0.01%
2,350
-947
100
$277K 0.01%
4,940
-2,075
1 2 3
4
5