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
$7.92B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$109M
3
+$27.3M
4
TSCO icon
Tractor Supply
TSCO
+$26.2M
5
TSM icon
TSMC
TSM
+$19.2M

Top Sells

1
+$83.6M
2
+$27.6M
3
+$13.8M
4
ASR icon
Grupo Aeroportuario del Sureste
ASR
+$1.84M
5
CCF
Chase Corporation
CCF
+$864K

Sector Composition

1 Financials 30.84%
2 Technology 19.37%
3 Consumer Discretionary 11.54%
4 Industrials 10.25%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$825K 0.01%
11,517
+750
77
$741K 0.01%
19,045
+1,100
78
$648K 0.01%
9,627
+600
79
$535K 0.01%
+12,870
80
$482K 0.01%
11,685
+600
81
$447K 0.01%
3,000
82
$422K 0.01%
7,852
+450
83
$417K 0.01%
+7,165
84
$396K 0.01%
+4,615
85
$369K ﹤0.01%
3,500
86
$343K ﹤0.01%
2,615
+150
87
$271K ﹤0.01%
15,000
88
– –
-1,434,811
89
– –
-1,368,431
1 2 3
4