WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.7M 0.05%
127,814
-2,539
77
$24.4M 0.05%
+661,197
78
$24.3M 0.05%
1,631,795
-228,949
79
$24.3M 0.05%
207,441
-29,182
80
$24.2M 0.05%
97,008
-17,068
81
$23.8M 0.05%
2,592,863
-364,092
82
$23.7M 0.05%
248,382
-568
83
$23.5M 0.05%
143,913
-56,033
84
$22.8M 0.05%
157,722
+45
85
$22.2M 0.05%
13,235
+138
86
$21.8M 0.05%
269,244
-18,537
87
$21.8M 0.05%
+183,800
88
$21.7M 0.05%
371,371
-3,470
89
$21.6M 0.04%
119,521
-30,122
90
$21.5M 0.04%
206,420
+10,779
91
$21.3M 0.04%
285,778
+70,244
92
$21.1M 0.04%
124,316
+23,129
93
$21M 0.04%
106,047
+317
94
$21M 0.04%
578,564
+48,020
95
$20.6M 0.04%
107,672
-17,406
96
$20.4M 0.04%
123,038
-36,753
97
$20.3M 0.04%
+444,983
98
$20.1M 0.04%
132,615
-67,285
99
$20.1M 0.04%
198,900
-855
100
$20M 0.04%
67,820
-2,552
2 3
4
5 6