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
$8.28B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$67.4M
3
+$50.6M
4
CB icon
Chubb
CB
+$49.4M
5
ABEV icon
Ambev
ABEV
+$31.1M

Top Sells

1
+$332M
2
+$11M
3
+$9.93M
4
TTWO icon
Take-Two Interactive
TTWO
+$9.74M
5
WAFD icon
WaFd
WAFD
+$8.31M

Sector Composition

1 Financials 24.69%
2 Technology 14.68%
3 Industrials 7.47%
4 Consumer Discretionary 7.19%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$804K 0.01%
23,637
-100,654
102
$791K 0.01%
76,507
-322,113
103
$769K 0.01%
35,115
-146,481
104
$763K 0.01%
24,662
+10,360
105
$761K 0.01%
15,370
-64,230
106
$727K 0.01%
28,022
+11,530
107
$718K 0.01%
14,330
+8,890
108
$712K 0.01%
20,165
-84,302
109
$707K 0.01%
17,682
-73,901
110
$702K 0.01%
9,612
+4,040
111
$696K 0.01%
27,184
-112,980
112
$684K 0.01%
14,705
-61,755
113
$675K 0.01%
26,965
-113,315
114
$672K 0.01%
+6,655
115
$669K 0.01%
28,665
-121,325
116
$646K 0.01%
22,400
-94,510
117
$644K 0.01%
11,390
-48,080
118
$634K 0.01%
33,692
-142,738
119
$623K 0.01%
7,928
-32,470
120
$622K 0.01%
21,281
-90,767
121
$610K 0.01%
8,615
-36,560
122
$606K 0.01%
13,745
-58,120
123
$599K 0.01%
9,278
-38,838
124
$580K 0.01%
16,035
+6,755
125
$570K 0.01%
31,546
-141,552
2 3 4
5
6