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
$9.24B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$59.3M
3
+$29.4M
4
FRC
First Republic Bank
FRC
+$29.2M
5
ACN icon
Accenture
ACN
+$27.7M

Top Sells

1
+$118M
2
+$61M
3
+$50.8M
4
PX
Praxair Inc
PX
+$21.3M
5
NKE icon
Nike
NKE
+$16.9M

Sector Composition

1 Financials 24.58%
2 Technology 13.14%
3 Consumer Discretionary 7.79%
4 Industrials 7.12%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,720
102
– –
-15,370
103
– –
-880,761
104
– –
-8,615
105
– –
-28,022
106
– –
-77,801
107
– –
-23,661
108
– –
-18,138
109
– –
-26,763
110
– –
-15,008
111
– –
-11,924
112
– –
-35,115
113
– –
-8,130
114
– –
-12,150
115
– –
-18,680
116
– –
-6,655
117
– –
-331,686
118
– –
-15,814
119
– –
-27,184
120
– –
-20,165
121
– –
-46,765
122
– –
-36,620
123
– –
-5,289
124
– –
-9,278
125
– –
-7,928
2 3 4
5
6