WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.44B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$152M
3
+$114M
4
ASML icon
ASML
ASML
+$108M
5
CB icon
Chubb
CB
+$107M

Top Sells

1
+$279M
2
+$177M
3
+$22.1M
4
MON
Monsanto Co
MON
+$20.8M
5
MRH
MONTPELIER RE HOLDINGS LTD
MRH
+$14.6M

Sector Composition

1 Technology 29.02%
2 Financials 19.05%
3 Healthcare 16.71%
4 Industrials 9.68%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$404K 0.01%
10,286
102
$392K 0.01%
4,027
-25
103
$391K 0.01%
7,015
104
$388K 0.01%
8,279
-55
105
$369K 0.01%
6,661
+535
106
$369K 0.01%
3,956
-35
107
$356K 0.01%
4,545
-35
108
$344K 0.01%
7,120
109
$340K 0.01%
5,900
110
$331K 0.01%
4,128
111
$326K 0.01%
10,010
-75
112
$251K 0.01%
4,824
113
$232K 0.01%
5,387
+26
114
$225K 0.01%
+21,320
115
– –
-910,878
116
– –
-3,216
117
– –
-576,213
118
– –
-154,281
119
– –
-11,568
120
– –
-552,627
121
– –
-184,993
122
– –
-380,405
1 2 3 4
5