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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.9M 0.03%
68,328
+485
102
$12.7M 0.03%
+399,514
103
$12.7M 0.03%
107,285
+901
104
$12.5M 0.03%
98,042
+18,988
105
$12.4M 0.03%
207,738
+1,218
106
$12.4M 0.03%
60,164
+420
107
$12.4M 0.03%
103,727
+1,101
108
$12M 0.03%
258,903
+2,024
109
$12M 0.03%
76,252
+421
110
$12M 0.03%
357,516
+88,172
111
$11.8M 0.03%
96,380
-43,438
112
$11.7M 0.03%
124,176
+633
113
$11.6M 0.03%
231,579
+5,829
114
$11.6M 0.03%
161,176
-48,557
115
$11.5M 0.03%
375,211
+2,232
116
$11.4M 0.03%
168,425
+1,146
117
$11.4M 0.03%
137,421
+44,964
118
$11.2M 0.03%
54,589
+403
119
$11.2M 0.03%
+162,370
120
$10.7M 0.02%
256,014
-20,771
121
$10.7M 0.02%
69,703
+494
122
$10.7M 0.02%
112,376
+807
123
$10.4M 0.02%
145,675
+988
124
$10.2M 0.02%
119,605
+471
125
$10.1M 0.02%
153,931
+1,326
3 4
5
6 7