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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$165M
3
+$123M
4
ACN icon
Accenture
ACN
+$76.1M
5
TSM icon
TSMC
TSM
+$71.9M

Top Sells

1
+$264M
2
+$259M
3
+$112M
4
COST icon
Costco
COST
+$52M
5
VRSK icon
Verisk Analytics
VRSK
+$51M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.47M 0.02%
16,669
+1,000
77
$3.3M 0.02%
21,634
+1,310
78
$2.75M 0.02%
29,969
+1,705
79
$1.84M 0.01%
21,240
80
$1.76M 0.01%
39,992
-48
81
$1.71M 0.01%
+54,585
82
$1.68M 0.01%
+107,836
83
$1.67M 0.01%
12,140
+5,405
84
$1.66M 0.01%
23,543
+914
85
$1.64M 0.01%
+35,652
86
$1.62M 0.01%
83,545
-91
87
$1.6M 0.01%
92,110
-110
88
$1.57M 0.01%
2,933
+11
89
$1.54M 0.01%
12,109
-15
90
$1.52M 0.01%
38,196
-50
91
$1.52M 0.01%
21,046
-28
92
$1.51M 0.01%
43,455
+224
93
$1.51M 0.01%
10,306
+19
94
$1.5M 0.01%
18,027
-18
95
$1.49M 0.01%
32,660
-2,992
96
$1.48M 0.01%
52,494
+9,767
97
$1.47M 0.01%
14,794
+32
98
$1.46M 0.01%
10,891
+2,712
99
$1.45M 0.01%
+3,581
100
$1.44M 0.01%
+26,205
2 3
4
5 6