WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$744M
3
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

1
+$910M
2
+$294M
3
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.5M 0.05%
636,323
+16,472
77
$19.2M 0.04%
769,951
+19,624
78
$19M 0.04%
185,366
+146,604
79
$17.1M 0.04%
2,648,302
+557,374
80
$15.4M 0.04%
331,792
+121,261
81
$15.4M 0.04%
514,595
+3,300
82
$15.1M 0.04%
754,923
+6,557
83
$15M 0.03%
230,864
+1,551
84
$14.9M 0.03%
461,868
+11,955
85
$14.9M 0.03%
167,157
+748
86
$14.7M 0.03%
1,210,418
+31,999
87
$14.5M 0.03%
64,457
-15,040
88
$14.3M 0.03%
87,518
+823
89
$14.2M 0.03%
100,710
+579
90
$14M 0.03%
178,052
+1,205
91
$13.9M 0.03%
79,424
+549
92
$13.9M 0.03%
78,836
+24,781
93
$13.5M 0.03%
230,195
+63,984
94
$13.4M 0.03%
172,778
+1,107
95
$13.4M 0.03%
483,373
+80,211
96
$13.2M 0.03%
14,877
-5,009
97
$13.1M 0.03%
230,791
+1,661
98
$13.1M 0.03%
+54,919
99
$12.9M 0.03%
212,623
-47,154
100
$12.9M 0.03%
165,821
+1,104
2 3
4
5 6