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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.3M 0.06%
289,740
-937
77
$27M 0.06%
+85,463
78
$26.9M 0.06%
1,217,501
+342,256
79
$26.8M 0.06%
295,866
-1,648
80
$25.4M 0.06%
2,450,103
-9,070
81
$24.7M 0.06%
1,147,588
-6,844
82
$24.6M 0.06%
1,998,176
-11,154
83
$24.2M 0.06%
109,533
-626
84
$23.8M 0.06%
123,257
+1,164
85
$23.4M 0.06%
316,217
-1,597
86
$23M 0.05%
230,861
+3,042
87
$22.3M 0.05%
188,178
-1,003
88
$22.1M 0.05%
88,664
+2,417
89
$22M 0.05%
527,724
-1,749
90
$21.7M 0.05%
56,756
-6,643
91
$20.6M 0.05%
363,656
+4,909
92
$20.5M 0.05%
186,960
-1,067
93
$20.3M 0.05%
76,608
-424
94
$20.1M 0.05%
107,201
-629
95
$20M 0.05%
114,398
+5,829
96
$19.8M 0.05%
+2,392,500
97
$19.6M 0.05%
453,800
-74,306
98
$19.5M 0.05%
103,552
+997
99
$19.3M 0.05%
97,908
+1,454
100
$19.3M 0.05%
263,602
+60,015
2 3
4
5 6