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
$11.2B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$142M
3
+$75.9M
4
GGG icon
Graco
GGG
+$73M
5
CP icon
Canadian Pacific Kansas City
CP
+$69.6M

Top Sells

1
+$161M
2
+$84.4M
3
+$66.3M
4
CLB icon
Core Laboratories
CLB
+$46.8M
5
COTV
Cotiviti Holdings, Inc.
COTV
+$4.03M

Sector Composition

1 Technology 29.58%
2 Healthcare 22.92%
3 Financials 17.98%
4 Industrials 16.07%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K ﹤0.01%
+5,743
77
$253K ﹤0.01%
20,880
+1,015
78
$220K ﹤0.01%
3,410
+60
79
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80
– –
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81
– –
-1,366,131
82
– –
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83
– –
-10,221
84
– –
-4,000
85
– –
-1,190,092
86
– –
-53,319
87
– –
-91,423
1 2 3
4