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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$466M
3
+$282M
4
CTVA icon
Corteva
CTVA
+$264M
5
TRI icon
Thomson Reuters
TRI
+$203M

Top Sells

1
+$534M
2
+$502M
3
+$413M
4
GGG icon
Graco
GGG
+$397M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.5M 0.04%
64,249
-631
102
$13.4M 0.04%
80,677
-56,579
103
$13.4M 0.04%
658,718
+13,209
104
$13.4M 0.04%
104,176
-2,551
105
$12.9M 0.04%
182,923
-2,852
106
$12.7M 0.04%
139,754
-44,618
107
$12.7M 0.04%
201,261
-4,554
108
$12.7M 0.04%
658,984
-14,023
109
$12.5M 0.04%
170,666
-3,657
110
$12.5M 0.04%
+295,434
111
$12.4M 0.04%
+191,690
112
$12.4M 0.04%
+39,881
113
$12.4M 0.04%
175,025
-55,123
114
$11.9M 0.04%
1,656,704
-235,410
115
$11.8M 0.04%
283,698
-7,594
116
$11.8M 0.04%
+595,529
117
$11.7M 0.04%
347,592
+48,709
118
$11.7M 0.04%
262,038
+32,030
119
$11.6M 0.04%
375,922
+108,711
120
$11.6M 0.04%
1,784,967
-26,851
121
$11.6M 0.04%
185,035
-2,576
122
$11.5M 0.04%
+126,168
123
$11.5M 0.04%
121,519
-2,457
124
$11.4M 0.04%
328,258
-45,596
125
$11.4M 0.04%
2,455,272
-66,815
3 4
5
6 7