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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16M 0.05%
110,213
+8,382
102
$15.4M 0.05%
301,371
+20,895
103
$15.3M 0.05%
+168,755
104
$15.1M 0.05%
370,373
+21,685
105
$15.1M 0.05%
128,665
+9,170
106
$15M 0.04%
137,316
+10,537
107
$15M 0.04%
120,326
+7,804
108
$14.8M 0.04%
224,916
-72,676
109
$14.6M 0.04%
1,802,300
-233
110
$14.5M 0.04%
239,629
-57,588
111
$14.4M 0.04%
219,853
+17,889
112
$14.2M 0.04%
72,154
+5,220
113
$14.2M 0.04%
109,973
-39,652
114
$14.1M 0.04%
166,061
-16,715
115
$13.8M 0.04%
1,254,506
+90,937
116
$13.8M 0.04%
+126,250
117
$13.7M 0.04%
210,893
+17,525
118
$13.6M 0.04%
+90,074
119
$13.4M 0.04%
668,480
+51,601
120
$12.9M 0.04%
78,056
+242
121
$12.8M 0.04%
249,181
-46,564
122
$12.8M 0.04%
325,594
+957
123
$12.8M 0.04%
39,790
-1,161
124
$12.3M 0.04%
180,975
-58,463
125
$12.3M 0.04%
+38,540
3 4
5
6 7