WCM Investment Management Portfolio holdings
AUM
$43.8B
This Quarter Return
+1.24%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$1.85B
AUM Growth
–
Cap. Flow
+$1.85B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TSMC
TSM
|
$95M |
| 2 |
Chubb
CB
|
$73.9M |
| 3 |
Core Laboratories
CLB
|
$66.8M |
| 4 |
Canadian National Railway
CNI
|
$65.6M |
| 5 |
ASML
ASML
|
$62.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDTH
101
DELISTED
MEDCATH CORPORATION
MDTH
| $408K | 0.02% |
+285,049
| New | +$408K |
|
102
Wells Fargo
WFC
$258B
| $386K | 0.02% |
+9,351
| New | +$386K |
|
103
Intel
INTC
$105B
| $380K | 0.02% |
+15,703
| New | +$380K |
|
104
McDonald's
MCD
$226B
| $352K | 0.02% |
+3,556
| New | +$352K |
|
105
Emerson Electric
EMR
$72.9B
| $350K | 0.02% |
+6,421
| New | +$350K |
|
106
General Mills
GIS
$26.6B
| $349K | 0.02% |
+7,185
| New | +$349K |
|
107
PepsiCo
PEP
$203B
| $343K | 0.02% |
+4,196
| New | +$343K |
|
108
Charles Schwab
SCHW
$175B
| $338K | 0.02% |
+15,915
| New | +$338K |
|
109
Sysco
SYY
$38.8B
| $319K | 0.02% |
+9,324
| New | +$319K |
|
110
GSK
GSK
$79.3B
| $316K | 0.02% |
+6,320
| New | +$316K |
|
111
Paychex
PAYX
$48.8B
| $300K | 0.02% |
+8,224
| New | +$300K |
|
|
NBIS
112
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.7B
| $299K | 0.02% |
+10,831
| New | +$299K |
|
113
Automatic Data Processing
ADP
$121B
| $287K | 0.02% |
+4,163
| New | +$287K |
|
114
Rogers Communications
RCI
$19.3B
| $284K | 0.02% |
+7,255
| New | +$284K |
|
|
SE
115
DELISTED
Spectra Energy Corp Wi
SE
| $252K | 0.01% |
+7,320
| New | +$252K |
|
116
Jazz Pharmaceuticals
JAZZ
$7.99B
| $241K | 0.01% |
+3,500
| New | +$241K |
|
117
Colgate-Palmolive
CL
$67.7B
| $227K | 0.01% |
+3,961
| New | +$227K |
|
118
Embraer
ERJ
$10.5B
| $213K | 0.01% |
+5,779
| New | +$213K |
|
|
WFM
119
DELISTED
Whole Foods Market Inc
WFM
| $206K | 0.01% |
+4,000
| New | +$206K |
|
120
Genworth Financial
GNW
$3.51B
| $204K | 0.01% |
+17,900
| New | +$204K |
|
121
Starbucks
SBUX
$99.2B
| $203K | 0.01% |
+3,100
| New | +$203K |
|
122
Televisa
TV
$1.51B
| $200K | 0.01% |
+8,063
| New | +$200K |
|