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
$4.01B
AUM Growth
-$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$70.7M
3
+$39.3M
4
ICLR icon
Icon
ICLR
+$35.9M
5
CB icon
Chubb
CB
+$34.8M

Top Sells

1
+$329M
2
+$21.1M
3
+$18.9M
4
LNKD
LinkedIn Corporation
LNKD
+$16.4M
5
AMZN icon
Amazon
AMZN
+$15.7M

Sector Composition

1 Financials 24.83%
2 Technology 22.5%
3 Healthcare 19.13%
4 Industrials 9.59%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.01%
5,714
-2,565
102
$260K 0.01%
2,756
-1,200
103
$245K 0.01%
3,405
-1,140
104
$238K 0.01%
5,900
105
$230K 0.01%
2,858
-1,270
106
$225K 0.01%
4,907
-2,213
107
$221K 0.01%
5,011
-1,650
108
– –
-4,625
109
– –
-21,320
110
– –
-786,120
111
– –
-4,824
112
– –
-92,626
113
– –
-5,387
114
– –
-10,690
115
– –
-160,783
116
– –
-1,992,132
117
– –
-334,642
118
– –
-1,230,980
119
– –
-10,010
120
– –
-583,539
121
– –
-736,180
122
– –
-3,162,088
1 2 3 4
5