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
$11.2B
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$427M
3
+$84.9M
4
HDB icon
HDFC Bank
HDB
+$56.1M
5
SHOP icon
Shopify
SHOP
+$49.5M

Top Sells

1
+$8.52M
2
+$4.25M
3
+$4.01M
4
TVTY
Tivity Health, Inc. Common Stock
TVTY
+$2.97M
5
JD icon
JD.com
JD
+$2.96M

Sector Composition

1 Technology 29.98%
2 Healthcare 25.92%
3 Financials 19.16%
4 Industrials 13.83%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K ﹤0.01%
+5,667
77
$209K ﹤0.01%
3,410
78
$203K ﹤0.01%
20,990
+110
79
$200K ﹤0.01%
+4,770
80
– –
-116,418
81
– –
-113,576
82
– –
-130,918
83
– –
-101,272
84
– –
-3,025
85
– –
-26,018
86
– –
-92,511
87
– –
-54,323
88
– –
-65,000
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4