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
$3.24B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$28.9M
3
+$25.9M
4
CNI icon
Canadian National Railway
CNI
+$25.2M
5
CB icon
Chubb
CB
+$20.9M

Top Sells

1
+$180M
2
+$17.3M
3
+$15.7M
4
HELE icon
Helen of Troy
HELE
+$12.3M
5
WNR
Western Refining Inc
WNR
+$7.25M

Sector Composition

1 Technology 19.58%
2 Industrials 17.71%
3 Financials 16.82%
4 Healthcare 13.13%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.01%
10,760
-80
102
$416K 0.01%
4,970
-135
103
$409K 0.01%
4,396
-40
104
$406K 0.01%
6,486
-50
105
$404K 0.01%
9,144
-115
106
$390K 0.01%
7,730
-90
107
$371K 0.01%
5,089
-57
108
$370K 0.01%
8,830
-165
109
$339K 0.01%
3,571
-65
110
$309K 0.01%
16,151
111
$300K 0.01%
5,220
-56
112
$229K 0.01%
5,900
113
– –
-12,035
114
– –
-202,541
115
– –
-8,080
116
– –
-2,753
117
– –
-1,991,650
118
– –
-182,287
1 2 3 4
5