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
– –
-11,924
102
– –
-35,115
103
– –
-8,130
104
– –
-12,150
105
– –
-18,680
106
– –
-6,655
107
– –
-331,686
108
– –
-15,814
109
– –
-27,184
110
– –
-20,165
111
– –
-9,278
112
– –
-7,928
113
– –
-477,464
114
– –
-31,546
115
– –
-48,215
116
– –
-58,200
117
– –
-21,281
118
– –
-19,695
119
– –
-13,745
120
– –
-27,009
121
– –
-17,650
122
– –
-92,148
123
– –
-22,400
124
– –
-14,330
125
– –
-1,398,935
2 3 4
5
6