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
$6.48B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$39.4M
3
+$39.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$35.9M
5
HDB icon
HDFC Bank
HDB
+$35.1M

Top Sells

1
+$686M
2
+$395M
3
+$283M
4
BF.B icon
Brown-Forman Class B
BF.B
+$40.9M
5
MELI icon
Mercado Libre
MELI
+$27.8M

Sector Composition

1 Financials 23.7%
2 Technology 21.21%
3 Consumer Discretionary 12.37%
4 Industrials 11.7%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$703K 0.01%
+53,271
77
$622K 0.01%
17,945
+460
78
$570K 0.01%
9,027
+250
79
$404K 0.01%
11,085
+225
80
$402K 0.01%
3,000
81
$374K 0.01%
7,402
+205
82
$340K 0.01%
3,500
83
$326K 0.01%
2,465
+55
84
$273K ﹤0.01%
+15,000
85
– –
-1,385,514
86
– –
-19,053
87
– –
-6,161,175
88
– –
-22,266
89
– –
-217,229
90
– –
-30,505
91
– –
-198,890
92
– –
-65,715
1 2 3
4