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
$6.43B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$122M
3
+$120M
4
TSM icon
TSMC
TSM
+$69.2M
5
NVO icon
Novo Nordisk
NVO
+$27.3M

Top Sells

1
+$18.4M
2
+$17.7M
3
+$12.1M
4
SR icon
Spire
SR
+$11.5M
5
CUB
Cubic Corporation
CUB
+$11.3M

Sector Composition

1 Financials 28.61%
2 Healthcare 18.05%
3 Technology 17.93%
4 Industrials 8.11%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.47M 0.04%
+267,398
102
$2.33M 0.04%
+259,090
103
$1.94M 0.03%
+80,409
104
$1.79M 0.03%
+82,956
105
$1.78M 0.03%
57,614
+1,963
106
$1.72M 0.03%
65,159
+310
107
$1.71M 0.03%
+65,126
108
$1.57M 0.02%
+39,260
109
$1.28M 0.02%
+65,426
110
$1.2M 0.02%
17,420
-268,390
111
$1.04M 0.02%
+10,759
112
$889K 0.01%
104,794
-613,183
113
$690K 0.01%
+7,160
114
$457K 0.01%
4,000
+2,000
115
$280K ﹤0.01%
+3,000
116
– –
-2,245
117
– –
-5,512
118
– –
-301,508
119
– –
-179,175
120
– –
-75,465
121
– –
-194,220
122
– –
-238,450
123
– –
-787,084
124
– –
-375,535
1 2 3 4
5