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
$9.24B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$59.3M
3
+$29.4M
4
FRC
First Republic Bank
FRC
+$29.2M
5
ACN icon
Accenture
ACN
+$27.7M

Top Sells

1
+$118M
2
+$61M
3
+$50.8M
4
PX
Praxair Inc
PX
+$21.3M
5
NKE icon
Nike
NKE
+$16.9M

Sector Composition

1 Financials 24.58%
2 Technology 13.14%
3 Consumer Discretionary 7.79%
4 Industrials 7.12%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.01%
30,245
+2,565
77
$1.08M 0.01%
51,722
+3,300
78
$947K 0.01%
34,228
+2,895
79
$886K 0.01%
8,369
+425
80
$861K 0.01%
10,482
+870
81
$844K 0.01%
26,892
+2,230
82
$642K 0.01%
8,777
+730
83
$634K 0.01%
17,485
+1,450
84
$344K ﹤0.01%
3,000
85
$341K ﹤0.01%
10,860
+975
86
$337K ﹤0.01%
7,197
+600
87
$327K ﹤0.01%
2,410
+225
88
$291K ﹤0.01%
3,500
89
– –
-76,507
90
– –
-34,775
91
– –
-18,161
92
– –
-17,682
93
– –
-76,010
94
– –
-28,370
95
– –
-78,624
96
– –
-48,237
97
– –
-84,374
98
– –
-11,390
99
– –
-23,430
100
– –
-85,321
2 3
4
5 6