WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
+$866M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$353M
2
+$278M
3
+$112M
4
NVO icon
Novo Nordisk
NVO
+$77.3M
5
NBIS
Nebius Group N.V.
NBIS
+$64.8M

Top Sells

1
+$385M
2
+$56M
3
+$10.3M
4
RDY icon
Dr. Reddy's Laboratories
RDY
+$8.62M
5
AMZN icon
Amazon
AMZN
+$8.31M

Sector Composition

1 Healthcare 24.34%
2 Technology 20.81%
3 Financials 12.29%
4 Consumer Discretionary 10.44%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.53M 0.13%
239,841
+25,641
77
$6.46M 0.13%
77,865
+6,565
78
$6.2M 0.13%
375,535
-30,492
79
$5.95M 0.12%
94,715
-7,798
80
$5.81M 0.12%
77,836
+27,385
81
$5.46M 0.11%
75,465
-6,248
82
$5.38M 0.11%
1,207,281
+140,683
83
$4.66M 0.1%
716,548
-60,531
84
$3.93M 0.08%
284,512
+29,385
85
$3.9M 0.08%
+50,569
86
$3.89M 0.08%
+49,450
87
$3.31M 0.07%
152,289
-2,384
88
$2.09M 0.04%
+55,651
89
$1.92M 0.04%
64,849
-2,508
90
$579K 0.01%
5,512
+24
91
$450K 0.01%
2,000
92
$202K ﹤0.01%
2,245
-1,689
93
– –
-7,471
94
– –
-3,718,660
95
– –
-4,170
96
– –
-34,322
97
– –
-5,011
98
– –
-3,016
99
– –
-4,940
100
– –
-5,900
1 2 3
4
5