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
$4.01B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$66M
3
+$51.3M
4
ST icon
Sensata Technologies
ST
+$49.7M
5
CP icon
Canadian Pacific Kansas City
CP
+$48.1M

Top Sells

1
+$14.4M
2
+$13.7M
3
+$6.83M
4
SAFT icon
Safety Insurance
SAFT
+$6.49M
5
ACAS
American Capital Ltd
ACAS
+$6.44M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.78%
3 Financials 12.71%
4 Industrials 12.1%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$434K 0.01%
6,536
-60
102
$411K 0.01%
7,820
+85
103
$408K 0.01%
8,995
+100
104
$401K 0.01%
5,105
+55
105
$396K 0.01%
4,436
+80
106
$385K 0.01%
9,259
+160
107
$366K 0.01%
16,151
108
$366K 0.01%
3,636
-130
109
$358K 0.01%
5,146
+57
110
$353K 0.01%
5,276
+60
111
$343K 0.01%
2,753
+200
112
$228K 0.01%
8,080
+132
113
$224K 0.01%
12,035
114
$203K 0.01%
5,900
115
– –
-243,928
116
– –
-120,588
117
– –
-184,845
118
– –
-42,239
119
– –
-600,621
120
– –
-231,764
121
– –
-407,811
1 2 3 4
5