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

Top Buys

1
+$826M
2
+$105M
3
+$26.1M
4
TSCO icon
Tractor Supply
TSCO
+$23.5M
5
TSM icon
TSMC
TSM
+$18.7M

Top Sells

1
+$83.6M
2
+$27.6M
3
+$14.1M
4
ASR icon
Grupo Aeroportuario del Sureste
ASR
+$2M
5
ABEV icon
Ambev
ABEV
+$809K

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
– –
-1,368,431
89
– –
-1,434,811
1 2 3
4