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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$284M
3
+$111M
4
ANSS
Ansys
ANSS
+$90.2M
5
ASML icon
ASML
ASML
+$69.7M

Top Sells

1
+$267M
2
+$124M
3
+$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.01%
+31,637
102
$1.37M 0.01%
+25,668
103
$1.34M 0.01%
+21,119
104
$1.34M 0.01%
+34,016
105
$1.33M 0.01%
+21,362
106
$1.32M 0.01%
+13,545
107
$1.3M 0.01%
+23,091
108
$1.25M 0.01%
+26,859
109
$1.24M 0.01%
+16,488
110
$1.23M 0.01%
+8,340
111
$1.21M 0.01%
+17,975
112
$1.18M 0.01%
+28,252
113
$1.17M 0.01%
+23,394
114
$1.13M 0.01%
+24,466
115
$1.12M 0.01%
+94,195
116
$1.11M 0.01%
+13,846
117
$1.1M 0.01%
+55,147
118
$1.08M 0.01%
+8,394
119
$1.06M 0.01%
+47,709
120
$1.06M 0.01%
+63,136
121
$932K 0.01%
+58,508
122
$895K 0.01%
+26,068
123
$843K 0.01%
+15,163
124
$795K 0.01%
+29,678
125
$791K 0.01%
+90,012
2 3 4
5
6