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
$9.67B
AUM Growth
-$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$820M
2
+$520M
3
+$103M
4
ATVI
Activision Blizzard
ATVI
+$68.3M
5
EW icon
Edwards Lifesciences
EW
+$63.4M

Top Sells

1
+$2.2B
2
+$602M
3
+$77.7M
4
TSCO icon
Tractor Supply
TSCO
+$67.2M
5
CERN
Cerner Corp
CERN
+$60.8M

Sector Composition

1 Technology 29.85%
2 Financials 20.27%
3 Healthcare 18.26%
4 Industrials 15.63%
5 Energy 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.01%
+39,705
77
$777K 0.01%
4,000
-429,944
78
$424K ﹤0.01%
3,500
79
$411K ﹤0.01%
65,000
80
$212K ﹤0.01%
+3,350
81
$204K ﹤0.01%
+1,610
82
$204K ﹤0.01%
+19,865
83
– –
-266,419
84
– –
-105,914
85
– –
-309,265
86
– –
-294,280
87
– –
-75,630
88
– –
-277,355
89
– –
-119,490
90
– –
-160,941
91
– –
-72,832
92
– –
-43,887
93
– –
-301,947
94
– –
-5,331,945
95
– –
-129,204
96
– –
-81,683
97
– –
-44,037
98
– –
-351,884
99
– –
-158,325
100
– –
-1,048,743
1 2 3
4
5