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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$129M
3
+$82.6M
4
RACE icon
Ferrari
RACE
+$60.8M
5
ASML icon
ASML
ASML
+$57.2M

Top Sells

1
+$1.02B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$184M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14M 0.04%
64,985
+8,377
77
$13.9M 0.04%
+379,340
78
$13.8M 0.04%
+199,379
79
$13.7M 0.04%
113,642
-2,258
80
$13.7M 0.04%
143,271
-5,566
81
$13.6M 0.04%
358,559
-7,706
82
$13.3M 0.04%
491,105
-9,285
83
$13.1M 0.04%
210,883
-79,724
84
$13.1M 0.04%
169,298
+35,242
85
$13M 0.04%
198,551
-4,574
86
$12.9M 0.04%
1,105,012
+142,541
87
$12.8M 0.04%
96,312
-2,074
88
$12.8M 0.04%
220,387
-10,115
89
$12.7M 0.03%
72,786
-21,776
90
$12.2M 0.03%
258,873
+53,863
91
$12.1M 0.03%
201,542
-3,882
92
$12M 0.03%
259,403
+33,116
93
$11.9M 0.03%
146,617
+14,994
94
$11.7M 0.03%
246,900
-11,471
95
$11.6M 0.03%
201,540
-61,241
96
$11.5M 0.03%
91,600
+14,822
97
$11.5M 0.03%
14,488
-657
98
$11.3M 0.03%
211,711
+26,973
99
$11.2M 0.03%
158,616
-3,274
100
$11.1M 0.03%
219,441
+48,732
2 3
4
5 6