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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.3M 0.06%
254,042
+74,415
77
$20.4M 0.06%
273,147
+27,451
78
$19.9M 0.06%
633,208
-631
79
$19.1M 0.05%
488,384
+62,293
80
$18.8M 0.05%
222,741
+28,158
81
$18.4M 0.05%
361,298
-18,372
82
$17.8M 0.05%
1,464,381
-224,411
83
$17.4M 0.05%
527,800
+69,400
84
$17.2M 0.05%
231,022
-53,495
85
$17M 0.05%
95,495
+11,357
86
$16.5M 0.05%
922,873
-1,515
87
$16.5M 0.05%
83,064
+10,428
88
$16.2M 0.05%
210,182
+26,953
89
$16M 0.04%
95,170
+13,359
90
$16M 0.04%
291,218
+60,090
91
$15.7M 0.04%
2,853,987
+101,067
92
$15.7M 0.04%
120,522
+14,475
93
$15.7M 0.04%
326,355
+39,583
94
$15.5M 0.04%
249,692
+29,422
95
$15.4M 0.04%
279,068
+26,444
96
$15.3M 0.04%
78,312
+7,156
97
$14.9M 0.04%
203,022
+77,320
98
$14.6M 0.04%
92,559
+11,318
99
$14.6M 0.04%
131,835
+40,484
100
$14.3M 0.04%
222,351
+42,330
2 3
4
5 6