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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.7M 0.07%
117,325
-1,357
77
$19.7M 0.07%
1,825,858
+123,521
78
$18.6M 0.07%
1,768,153
-469,462
79
$16.6M 0.06%
1,277,157
-95,867
80
$16.3M 0.06%
+612,710
81
$16.3M 0.06%
+135,078
82
$15.2M 0.05%
222,850
+109
83
$15.1M 0.05%
95,591
+96
84
$14.8M 0.05%
493,198
-140,010
85
$14.6M 0.05%
78,040
-5,024
86
$14.2M 0.05%
528,055
+255
87
$14M 0.05%
72,008
+13,345
88
$13.7M 0.05%
295,407
-65,891
89
$13.6M 0.05%
222,385
+34
90
$13.6M 0.05%
418,611
-69,773
91
$13.4M 0.05%
181,065
-72,977
92
$13.4M 0.05%
112,596
+23,716
93
$13M 0.05%
118,947
-35
94
$13M 0.05%
221,386
+108,339
95
$13M 0.05%
136,020
+35,817
96
$12.9M 0.05%
223,026
-50,121
97
$12.8M 0.05%
139,398
+17,398
98
$12.5M 0.04%
2,477,524
-376,463
99
$12.4M 0.04%
120,543
+21
100
$12.4M 0.04%
+1,525,758
2 3
4
5 6