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
$6.43B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$122M
3
+$120M
4
TSM icon
TSMC
TSM
+$69.2M
5
NVO icon
Novo Nordisk
NVO
+$27.3M

Top Sells

1
+$18.4M
2
+$17.7M
3
+$12.1M
4
SR icon
Spire
SR
+$11.5M
5
CUB
Cubic Corporation
CUB
+$11.3M

Sector Composition

1 Financials 28.61%
2 Healthcare 18.05%
3 Technology 17.93%
4 Industrials 8.11%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.15M 0.1%
+141,810
77
$5.91M 0.09%
93,114
-1,601
78
$5.85M 0.09%
+334,035
79
$5.81M 0.09%
710,695
-5,853
80
$5.53M 0.09%
+251,585
81
$5.51M 0.09%
317,496
-304,204
82
$5.43M 0.08%
+243,652
83
$5.37M 0.08%
+317,221
84
$5.05M 0.08%
+258,159
85
$4.78M 0.07%
+240,091
86
$4.62M 0.07%
+254,648
87
$4.56M 0.07%
441,666
-36,610
88
$4.2M 0.07%
295,637
+11,125
89
$3.94M 0.06%
+388,295
90
$3.81M 0.06%
50,962
+1,512
91
$3.73M 0.06%
+149,202
92
$3.68M 0.06%
+37,560
93
$3.64M 0.06%
+58,262
94
$3.5M 0.05%
141,711
-10,578
95
$3.33M 0.05%
+63,398
96
$3.33M 0.05%
+193,716
97
$2.85M 0.04%
+410,424
98
$2.83M 0.04%
51,341
+772
99
$2.67M 0.04%
+67,305
100
$2.55M 0.04%
+145,109
1 2 3
4
5