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
$2.79B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$10.1M
4
SBUX icon
Starbucks
SBUX
+$9.91M
5
TSM icon
TSMC
TSM
+$8.25M

Top Sells

1
+$108M
2
+$62.3M
3
+$49.9M
4
CAB
Cabela's Inc
CAB
+$10.8M
5
MMM icon
3M
MMM
+$10.7M

Sector Composition

1 Healthcare 14.95%
2 Technology 14.94%
3 Financials 14.09%
4 Industrials 13.25%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$396K 0.01%
10,715
+120
102
$388K 0.01%
9,099
+189
103
$381K 0.01%
7,907
+111
104
$369K 0.01%
3,766
+5
105
$364K 0.01%
4,356
+70
106
$348K 0.01%
5,216
+100
107
$345K 0.01%
5,089
+90
108
$342K 0.01%
+16,151
109
$331K 0.01%
8,566
+25
110
$331K 0.01%
231,764
-13,420
111
$270K 0.01%
2,553
-267
112
$255K 0.01%
5,900
113
$242K 0.01%
7,948
+942
114
$213K 0.01%
+12,035
115
– –
-91,661
116
– –
-200,467
117
– –
-7,255
118
– –
-162,245
119
– –
-1,287
120
– –
-185,368
121
– –
-537,774
122
– –
-15,315
1 2 3 4
5