WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 46.92%
This Quarter Est. Return
1 Year Est. Return
+46.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$70.3M
3
+$50.1M
4
TSM icon
TSMC
TSM
+$40.7M
5
HDB icon
HDFC Bank
HDB
+$38.2M

Top Sells

1
+$80.2M
2
+$56.7M
3
+$51.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.2M
5
UFPT icon
UFP Technologies
UFPT
+$4.48M

Sector Composition

1 Financials 38.8%
2 Technology 18.56%
3 Industrials 13.63%
4 Healthcare 8.5%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.52M 0.02%
61,638
+440
77
$2.5M 0.02%
43,108
-14,804
78
$2.44M 0.02%
92,186
+660
79
$2.37M 0.02%
51,827
-17,653
80
$2.31M 0.02%
75,630
-545
81
$2.13M 0.02%
72,832
-1,011
82
$2M 0.02%
38,832
-401
83
$1.83M 0.02%
64,400
+21,235
84
$1.74M 0.02%
294,280
-3,628
85
$1.64M 0.02%
43,887
-635
86
$1.58M 0.01%
11,594
-3,986
87
$1.57M 0.01%
26,114
-16,110
88
$1.18M 0.01%
105,914
+26,644
89
$1.13M 0.01%
158,325
+60,965
90
$919K 0.01%
45,740
-634
91
$685K 0.01%
+55,000
92
$445K ﹤0.01%
3,500
93
$327K ﹤0.01%
7,038
-1,108,383
94
$241K ﹤0.01%
65,000
95
– –
-624,172
96
– –
-15,000
97
– –
-1,610
98
– –
-145,076
99
– –
-818,926
100
– –
-3,000
1 2 3
4