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
$8.28B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$67.4M
3
+$50.6M
4
CB icon
Chubb
CB
+$49.4M
5
ABEV icon
Ambev
ABEV
+$31.1M

Top Sells

1
+$332M
2
+$11M
3
+$9.93M
4
TTWO icon
Take-Two Interactive
TTWO
+$9.74M
5
WAFD icon
WaFd
WAFD
+$8.31M

Sector Composition

1 Financials 24.69%
2 Technology 14.68%
3 Industrials 7.47%
4 Consumer Discretionary 7.19%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.02%
19,695
-82,810
77
$1.38M 0.02%
57,540
+24,265
78
$1.31M 0.02%
68,852
+18,230
79
$1.3M 0.02%
76,010
-320,532
80
$1.28M 0.02%
27,009
-112,677
81
$1.27M 0.02%
22,711
+13,565
82
$1.25M 0.02%
77,801
-316,830
83
$1.2M 0.01%
31,723
-132,350
84
$1.2M 0.01%
8,130
-33,850
85
$1.17M 0.01%
15,008
-62,657
86
$1.17M 0.01%
36,620
-153,460
87
$1.13M 0.01%
23,430
-98,110
88
$1.13M 0.01%
18,161
-75,852
89
$1.11M 0.01%
26,763
-112,902
90
$1.11M 0.01%
27,680
+11,715
91
$1.09M 0.01%
48,422
+19,970
92
$1.05M 0.01%
48,237
-195,940
93
$1.02M 0.01%
51,364
+21,650
94
$1.01M 0.01%
17,650
-74,404
95
$948K 0.01%
31,333
+13,165
96
$938K 0.01%
7,944
+3,140
97
$906K 0.01%
5,289
-22,154
98
$889K 0.01%
46,765
-190,110
99
$850K 0.01%
23,661
-99,823
100
$832K 0.01%
12,150
-50,480
2 3
4
5 6