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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.49M 0.04%
172,910
-3,556,400
77
$6.46M 0.04%
189,850
+52,669
78
$6.42M 0.04%
18,825
+8,061
79
$6.38M 0.04%
121,184
+33,836
80
$6.36M 0.04%
50,355
+14,103
81
$6.33M 0.03%
170,130
+47,373
82
$6.32M 0.03%
121,386
+54,025
83
$6.3M 0.03%
88,314
+24,731
84
$6.25M 0.03%
112,070
+4,485
85
$6.21M 0.03%
727,500
+32,537
86
$6.11M 0.03%
125,448
+34,999
87
$6.11M 0.03%
246,967
+116,638
88
$6.02M 0.03%
+192,735
89
$5.98M 0.03%
91,189
+14,170
90
$5.94M 0.03%
169,016
+8,810
91
$5.88M 0.03%
44,353
+13,276
92
$5.84M 0.03%
+100,723
93
$5.81M 0.03%
194,138
+61,244
94
$5.77M 0.03%
150,098
+41,790
95
$5.73M 0.03%
99,096
+8,058
96
$5.64M 0.03%
136,610
+38,094
97
$5.6M 0.03%
75,459
+21,076
98
$5.55M 0.03%
99,921
+57,308
99
$5.5M 0.03%
62,109
+17,382
100
$5.42M 0.03%
89,935
+25,050
2 3
4
5 6