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
$3.46B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$30.9M
3
+$23.5M
4
APH icon
Amphenol
APH
+$19.5M
5
IPGP icon
IPG Photonics
IPGP
+$18.4M

Top Sells

1
+$31.1M
2
+$29.2M
3
+$13.5M
4
RWT
Redwood Trust
RWT
+$12.4M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$11.2M

Sector Composition

1 Technology 23.03%
2 Financials 17.28%
3 Industrials 14.52%
4 Healthcare 13.39%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$458K 0.01%
4,377
-90
102
$446K 0.01%
4,900
-70
103
$414K 0.01%
8,959
-185
104
$407K 0.01%
4,301
-95
105
$402K 0.01%
7,535
-195
106
$401K 0.01%
6,491
+5
107
$391K 0.01%
10,780
+20
108
$365K 0.01%
4,378
-711
109
$364K 0.01%
5,900
110
$350K 0.01%
8,645
-185
111
$330K 0.01%
3,170
-3,280
112
$329K 0.01%
3,511
-60
113
$278K 0.01%
5,196
-24
114
– –
-16,151
115
– –
-297,353
116
– –
-3,500
117
– –
-358,076
118
– –
-747,375
119
– –
-735,558
1 2 3 4
5