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
$2.77B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.3M
3
+$42.4M
4
CNI icon
Canadian National Railway
CNI
+$39.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$31.3M

Top Sells

1
+$26M
2
+$2.7M
3
+$2.63M
4
TITN icon
Titan Machinery
TITN
+$2.54M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.28M

Sector Composition

1 Financials 15.04%
2 Technology 13.62%
3 Industrials 13.35%
4 Healthcare 10.55%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.01%
7,500
-35
102
$365K 0.01%
3,761
103
$361K 0.01%
8,770
104
$355K 0.01%
4,999
-27
105
$355K 0.01%
4,286
-25
106
$353K 0.01%
8,541
-30
107
$341K 0.01%
5,116
108
$328K 0.01%
7,255
109
$235K 0.01%
5,900
110
$229K 0.01%
+1,287
111
$213K 0.01%
+25,995
112
$213K 0.01%
+2,820
113
$207K 0.01%
+6,434
114
$204K 0.01%
+7,006
115
– –
-12,292
116
– –
-27,467
117
– –
-662,263
118
– –
-156,768
1 2 3 4
5