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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.1M 0.04%
118,982
+14,651
102
$14M 0.04%
147,505
+21,358
103
$14M 0.04%
246,195
+17,838
104
$13.9M 0.04%
594,148
+73,927
105
$13.8M 0.04%
663,386
+64,882
106
$13.8M 0.04%
100,203
+14,881
107
$13.6M 0.04%
+103,770
108
$13.6M 0.04%
223,638
+28,829
109
$13.6M 0.04%
208,436
-214,780
110
$13.1M 0.04%
417,267
+26,693
111
$12.7M 0.04%
52,197
+6,063
112
$12.5M 0.03%
10,512
-153
113
$12.4M 0.03%
105,840
+13,435
114
$12.4M 0.03%
106,276
+9,964
115
$12.2M 0.03%
185,561
+65,506
116
$12.2M 0.03%
175,444
+13,407
117
$12.2M 0.03%
58,663
+6,963
118
$12.2M 0.03%
88,880
+13,682
119
$12.1M 0.03%
533,363
+70,287
120
$12M 0.03%
130,646
-2,067
121
$11.9M 0.03%
199,454
-35,423
122
$11.6M 0.03%
180,582
+23,127
123
$11.2M 0.03%
122,000
-1,841
124
$10.6M 0.03%
406,965
+154,775
125
$9.69M 0.03%
108,913
+24,359
3 4
5
6 7