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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.3M 0.06%
+860,702
77
$19.8M 0.06%
651,928
-619
78
$19.7M 0.06%
97,812
-28
79
$19M 0.06%
417,658
+29,692
80
$18.8M 0.06%
153,627
+10,111
81
$18.7M 0.06%
99,666
-118
82
$18.6M 0.06%
190,879
+12,066
83
$18.4M 0.06%
92,307
+5,624
84
$18.2M 0.05%
99,618
+3,434
85
$18.2M 0.05%
53,010
-11,551
86
$18.2M 0.05%
556,822
-107,187
87
$18M 0.05%
3,203,130
-2,948
88
$18M 0.05%
126,873
+1,538
89
$18M 0.05%
341,647
+27,825
90
$17.6M 0.05%
367,892
+24,047
91
$17.5M 0.05%
87,289
-12,919
92
$17.4M 0.05%
87,988
+26,486
93
$17.1M 0.05%
185,679
+13,838
94
$17M 0.05%
252,002
+63,900
95
$17M 0.05%
263,916
-19,347
96
$17M 0.05%
151,175
+10,558
97
$16.8M 0.05%
68,851
+2,006
98
$16.8M 0.05%
323,924
+20,660
99
$16.4M 0.05%
1,165,412
-477,564
100
$16M 0.05%
168,272
+25,318
2 3
4
5 6