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
$6.27B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$24.2M
3
+$22.5M
4
TYL icon
Tyler Technologies
TYL
+$21.8M
5
TCOM icon
Trip.com Group
TCOM
+$20.5M

Top Sells

1
+$309M
2
+$247M
3
+$98.6M
4
TSM icon
TSMC
TSM
+$77.2M
5
SBUX icon
Starbucks
SBUX
+$15.8M

Sector Composition

1 Financials 29.27%
2 Technology 15.96%
3 Healthcare 14.47%
4 Industrials 8.4%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.06M 0.05%
58,860
+7,519
102
$2.92M 0.05%
152,244
+7,135
103
$2.77M 0.04%
70,664
+3,359
104
$2.62M 0.04%
66,689
+9,075
105
$2.55M 0.04%
269,733
+2,335
106
$2.01M 0.03%
21,703
+10,944
107
$1.99M 0.03%
86,851
+3,895
108
$1.9M 0.03%
84,294
+3,885
109
$1.89M 0.03%
68,371
+3,245
110
$1.63M 0.03%
41,135
+1,875
111
$1.55M 0.02%
+46,808
112
$1.33M 0.02%
+51,245
113
$757K 0.01%
4,000
114
$272K ﹤0.01%
3,000
115
– –
-295,637
116
– –
-258,159
117
– –
-50,962
118
– –
-65,159
119
– –
-419,930
120
– –
-7,160
121
– –
-1,928,929
122
– –
-263,958
123
– –
-7,954,727
124
– –
-17,420
125
– –
-65,426
2 3 4
5
6