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
$4.94B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$36.9M
3
+$35.5M
4
PRGO icon
Perrigo
PRGO
+$33.6M
5
NVO icon
Novo Nordisk
NVO
+$32.5M

Top Sells

1
+$163M
2
+$30.9M
3
+$16.4M
4
CALM icon
Cal-Maine
CALM
+$11M
5
CNSL
Consolidated Communications Holdings, Inc.
CNSL
+$10.9M

Sector Composition

1 Technology 19.19%
2 Financials 13.26%
3 Healthcare 11.94%
4 Industrials 11.57%
5 Energy 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.01%
7,015
-520
102
$382K 0.01%
3,991
-310
103
$376K 0.01%
5,900
104
$375K 0.01%
4,580
-320
105
$365K 0.01%
10,085
-695
106
$354K 0.01%
4,128
-250
107
$347K 0.01%
6,126
-365
108
$334K 0.01%
8,010
-635
109
$327K 0.01%
2,960
-210
110
$313K 0.01%
3,216
-295
111
$278K 0.01%
4,824
-372
112
$268K 0.01%
+5,361
113
– –
-345,279
114
– –
-283,087
115
– –
-3,688,503
116
– –
-508,195
117
– –
-182,478
118
– –
-16,698
119
– –
-391,759
1 2 3 4
5