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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$165M
3
+$123M
4
ACN icon
Accenture
ACN
+$76.1M
5
TSM icon
TSMC
TSM
+$71.9M

Top Sells

1
+$264M
2
+$259M
3
+$112M
4
COST icon
Costco
COST
+$52M
5
VRSK icon
Verisk Analytics
VRSK
+$51M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.01%
24,787
+5,520
102
$1.43M 0.01%
24,229
+5,819
103
$1.42M 0.01%
38,237
+183
104
$1.4M 0.01%
17,274
-13
105
$1.38M 0.01%
26,327
-27
106
$1.36M 0.01%
+12,466
107
$1.35M 0.01%
33,783
-39
108
$1.34M 0.01%
23,802
+6,179
109
$1.31M 0.01%
29,866
-34
110
$1.31M 0.01%
9,873
+46
111
$1.31M 0.01%
21,409
-9,514
112
$1.3M 0.01%
20,661
-20
113
$1.3M 0.01%
8,064
-79
114
$1.3M 0.01%
+22,680
115
$1.29M 0.01%
+22,464
116
$1.26M 0.01%
31,200
117
$1.25M 0.01%
18,465
-8,093
118
$1.22M 0.01%
14,404
119
$1.22M 0.01%
+8,931
120
$1.21M 0.01%
11,706
-5,455
121
$1.19M 0.01%
11,056
-12
122
$1.17M 0.01%
35,722
-36
123
$1.17M 0.01%
19,681
+105
124
$1.15M 0.01%
17,631
+11,056
125
$1.14M 0.01%
23,927
-25
3 4
5
6 7