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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$284M
3
+$111M
4
ANSS
Ansys
ANSS
+$90.2M
5
ASML icon
ASML
ASML
+$69.7M

Top Sells

1
+$267M
2
+$124M
3
+$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.01%
+14,274
77
$1.78M 0.01%
+25,971
78
$1.74M 0.01%
+21,533
79
$1.69M 0.01%
+36,247
80
$1.67M 0.01%
+26,097
81
$1.64M 0.01%
+17,306
82
$1.64M 0.01%
+17,512
83
$1.62M 0.01%
+42,254
84
$1.62M 0.01%
+21,323
85
$1.61M 0.01%
+26,071
86
$1.56M 0.01%
+53,756
87
$1.56M 0.01%
+36,833
88
$1.55M 0.01%
+28,436
89
$1.55M 0.01%
+14,657
90
$1.51M 0.01%
+6,316
91
$1.51M 0.01%
+12,380
92
$1.5M 0.01%
+10,523
93
$1.48M 0.01%
18,472
-1,586
94
$1.47M 0.01%
+27,807
95
$1.47M 0.01%
+40,907
96
$1.46M 0.01%
+48,822
97
$1.46M 0.01%
+10,042
98
$1.43M 0.01%
+23,618
99
$1.43M 0.01%
+17,415
100
$1.39M 0.01%
+18,422
2 3
4
5 6