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
$6.27B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$24.2M
3
+$22.5M
4
TYL icon
Tyler Technologies
TYL
+$21.8M
5
TCOM icon
Trip.com Group
TCOM
+$20.5M

Top Sells

1
+$309M
2
+$247M
3
+$98.6M
4
TSM icon
TSMC
TSM
+$77.2M
5
SBUX icon
Starbucks
SBUX
+$15.8M

Sector Composition

1 Financials 29.27%
2 Technology 15.96%
3 Healthcare 14.47%
4 Industrials 8.4%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.26M 0.1%
454,320
-89,558
77
$6.19M 0.1%
+123,610
78
$6.16M 0.1%
267,960
-54,962
79
$6.09M 0.1%
138,628
-28,785
80
$5.88M 0.09%
260,752
+17,100
81
$5.5M 0.09%
210,936
-40,649
82
$5.48M 0.09%
77,137
-15,977
83
$5.46M 0.09%
118,716
-23,094
84
$5.31M 0.08%
265,767
-51,454
85
$5.05M 0.08%
279,264
-54,771
86
$4.78M 0.08%
277,723
+23,075
87
$4.64M 0.07%
251,961
+11,870
88
$4.5M 0.07%
+30,617
89
$4.42M 0.07%
156,652
+7,450
90
$4.39M 0.07%
+282,738
91
$4.37M 0.07%
434,557
+46,262
92
$4.35M 0.07%
+112,180
93
$4.13M 0.07%
589,090
-121,605
94
$3.97M 0.06%
39,845
+2,285
95
$3.96M 0.06%
117,221
-24,490
96
$3.96M 0.06%
66,993
+3,595
97
$3.85M 0.06%
61,157
+2,895
98
$3.54M 0.06%
203,347
+9,631
99
$3.35M 0.05%
319,339
+60,249
100
$3.15M 0.05%
443,474
+33,050
2 3
4
5 6