WCM Investment Management Portfolio holdings
AUM $38.9B
AUM
$38.9B
AUM Growth
-$3.62B (-9%)
Cap. Flow
-$2.72B
Cap. Flow % of AUM
-6.98%
Top 10 Holdings %Top 10 Pos %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
$48M | |
$37.5M | |
$20.2M | |
$20.1M | |
$17M |
Top Sells
$462M | |
$436M | |
$392M | |
$367M | |
$282M |
Sector Composition
| 1 | Technology | 25.18% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 18.67% |
| 4 | Healthcare | 15.21% |
| 5 | Industrials | 9.65% |
| # | Name | Market Value | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $16.2M | 440,236 -1,001 | -0.2% | -$36.9K | 0.04% | |||
| $16.1M | 131,791 +474 | +0.4% | +$57.8K | 0.04% | |||
| $16M | 271,328 -14,160 | -5% | -$836K | 0.04% | |||
| $16M | 948,432 +1,192 | +0.1% | +$20.1K | 0.04% | |||
| $15.6M | 91,617 +202 | +0.2% | +$34.5K | 0.04% | |||
| $15.6M | 536,843 +149,551 | +39% | +$4.35M | 0.04% | |||
| $15.5M | 469,048 -23,883 | -5% | -$790K | 0.04% | |||
| $15.5M | 90,720 -262 | -0.3% | -$44.8K | 0.04% | |||
| $15.4M | 138,287 -554 | -0.4% | -$61.6K | 0.04% | |||
| $15.3M | 196,456 | New | +$15.3M | 0.04% | |||
| $15.1M | 42,195 -70 | -0.2% | -$25.1K | 0.04% | |||
| $15.1M | 46,583 +5,634 | +14% | +$1.83M | 0.04% | |||
| $14.5M | 523,911 +1,300 | +0.3% | +$36.1K | 0.04% | |||
| $14.5M | 138,437 +235 | +0.2% | +$24.7K | 0.04% | |||
| $14.4M | 185,619 -75,929 | -29% | -$5.87M | 0.04% | |||
| $13.9M | 16,955 +250 | +2% | +$206K | 0.04% | |||
| $13.9M | 305,596 -18,495 | -6% | -$843K | 0.04% | |||
| $13.8M | 110,319 -6,910 | -6% | -$867K | 0.04% | |||
| $13.7M | 102,992 +5,906 | +6% | +$788K | 0.04% | |||
| $13.7M | 23,814 +415 | +2% | +$239K | 0.04% | |||
| $13.4M | 923,995 | New | +$13.4M | 0.03% | |||
| $13.4M | 100,369 -427 | -0.4% | -$57K | 0.03% | |||
| $13.4M | 306,861 -2,363 | -0.8% | -$103K | 0.03% | |||
| $13.3M | 111,948 -48 | -0% | -$5.69K | 0.03% | |||
| $13M | 310,978 | New | +$13M | 0.03% |
