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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.16M 0.03%
+466,296
102
$5.03M 0.03%
52,112
+14,576
103
$4.97M 0.03%
205,790
+51,741
104
$4.92M 0.03%
204,040
+138,100
105
$4.86M 0.03%
54,972
+13,748
106
$4.78M 0.03%
55,869
-14,691
107
$4.77M 0.03%
118,932
-548
108
$4.76M 0.03%
+368,576
109
$4.76M 0.03%
81,879
+20,396
110
$4.67M 0.03%
+153,682
111
$4.63M 0.03%
137,695
+39,559
112
$4.57M 0.03%
100,165
+4,481
113
$4.51M 0.02%
128,132
+73,818
114
$4.47M 0.02%
+223,169
115
$4.47M 0.02%
88,234
+22,247
116
$4.41M 0.02%
46,849
+21,560
117
$4.32M 0.02%
422,837
+117,912
118
$4.29M 0.02%
30,019
+10,542
119
$4.26M 0.02%
42,278
-9,015
120
$4.13M 0.02%
97,661
+28,235
121
$4.11M 0.02%
43,534
+10,944
122
$3.99M 0.02%
48,467
+2,788
123
$3.98M 0.02%
259,806
+75,227
124
$3.95M 0.02%
123,823
+9,057
125
$3.94M 0.02%
25,438
-13,481
3 4
5
6 7