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
$4.88B
AUM Growth
+$866M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$353M
2
+$278M
3
+$112M
4
NVO icon
Novo Nordisk
NVO
+$77.3M
5
NBIS
Nebius Group N.V.
NBIS
+$64.8M

Top Sells

1
+$385M
2
+$56M
3
+$10.3M
4
RDY icon
Dr. Reddy's Laboratories
RDY
+$8.62M
5
AMZN icon
Amazon
AMZN
+$8.31M

Sector Composition

1 Healthcare 24.34%
2 Technology 20.81%
3 Financials 12.29%
4 Consumer Discretionary 10.44%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,061
102
– –
-180,156
103
– –
-7,976
104
– –
-2,350
105
– –
-5,714
106
– –
-2,756
107
– –
-3,405
108
– –
-674,195
109
– –
-261,597
110
– –
-4,907
111
– –
-6,381
112
– –
-510,331
113
– –
-148,489
114
– –
-202,331
115
– –
-2,858
116
– –
-352,393
1 2 3 4
5