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
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$781M
2
+$536M
3
+$436M
4
AMZN icon
Amazon
AMZN
+$364M
5
EPAM icon
EPAM Systems
EPAM
+$339M

Top Sells

1
+$770M
2
+$391M
3
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.7M 0.06%
420,223
+1,612
77
$16.4M 0.06%
184,372
+3,307
78
$16.4M 0.06%
59,504
-12,504
79
$16.1M 0.06%
78,760
+720
80
$15.9M 0.06%
2,592,987
+1,067,229
81
$15.7M 0.06%
137,256
+1,236
82
$14.5M 0.05%
95,655
+877
83
$14.4M 0.05%
+1,892,114
84
$14.3M 0.05%
115,319
+2,723
85
$14.1M 0.05%
174,323
+43,272
86
$14M 0.05%
101,295
+2,738
87
$13.9M 0.05%
457,410
-221,778
88
$13.8M 0.05%
542,425
+14,370
89
$13.6M 0.05%
106,727
+2,863
90
$13.5M 0.05%
230,148
+6,210
91
$13.3M 0.05%
105,286
-44,990
92
$13.1M 0.05%
181,902
+4,454
93
$13M 0.05%
228,802
+5,952
94
$13M 0.05%
300,216
+4,809
95
$12.9M 0.05%
673,007
+20,501
96
$12.8M 0.05%
98,182
+2,591
97
$12.8M 0.05%
739,952
+269,965
98
$12.8M 0.05%
66,827
+1,849
99
$12.7M 0.05%
142,964
+3,566
100
$12.6M 0.05%
64,880
+2,170
2 3
4
5 6