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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.3M 0.04%
131,930
+95
102
$12.3M 0.04%
+94,778
103
$12.3M 0.04%
246,434
+239
104
$12.1M 0.04%
594,187
+39
105
$12.1M 0.04%
652,506
+129,102
106
$12M 0.04%
223,938
+300
107
$11.9M 0.04%
103,864
+94
108
$11.9M 0.04%
177,448
-32,734
109
$11.7M 0.04%
288,854
-37,501
110
$11.5M 0.04%
62,710
+10,513
111
$11.5M 0.04%
150,276
+44,436
112
$11.4M 0.04%
+98,557
113
$11.4M 0.04%
+283,990
114
$11.4M 0.04%
180,729
+147
115
$11.3M 0.04%
164,521
-38,501
116
$11.3M 0.04%
+154,322
117
$11.3M 0.04%
863,845
-59,028
118
$11.2M 0.04%
+223,650
119
$11.1M 0.04%
+109,437
120
$11M 0.04%
349,998
+58,780
121
$10.8M 0.04%
417,209
-58
122
$10.8M 0.04%
+633,607
123
$10.7M 0.04%
147,478
-27
124
$10.6M 0.04%
353,478
+74,410
125
$10.2M 0.04%
533,604
+241
3 4
5
6 7