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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$577M
3
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

1
+$515M
2
+$512M
3
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.4M 0.06%
414,425
+11,974
77
$19.4M 0.06%
98,296
+2,641
78
$17.6M 0.06%
223,735
-5,067
79
$17.6M 0.06%
243,234
-34,352
80
$17.5M 0.06%
257,296
+102,896
81
$17.3M 0.06%
1,176,151
-26,373
82
$17.3M 0.06%
295,586
-4,630
83
$16.6M 0.06%
146,404
+63,460
84
$16.1M 0.05%
294,074
+57,243
85
$15.9M 0.05%
112,345
-2,974
86
$15.7M 0.05%
95,807
-2,375
87
$15.6M 0.05%
2,662,818
+69,831
88
$15.4M 0.05%
341,955
-78,268
89
$15.4M 0.05%
529,875
-12,550
90
$15.4M 0.05%
855,906
-301,833
91
$14.8M 0.05%
66,179
-12,581
92
$14.6M 0.05%
65,788
-1,039
93
$14.6M 0.05%
82,453
-18,842
94
$14.4M 0.05%
365,049
+4,863
95
$14.1M 0.05%
178,154
-3,748
96
$14.1M 0.05%
251,959
-4,088
97
$14.1M 0.05%
273,525
-196,304
98
$13.9M 0.05%
100,860
-4,426
99
$13.5M 0.05%
236,418
-3,667
100
$13.5M 0.05%
983,579
+243,627
2 3
4
5 6