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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.3M 0.05%
81,515
+1,201
102
$19.1M 0.05%
410,865
+6,966
103
$19M 0.05%
196,145
-528
104
$18.9M 0.04%
192,009
-1,159
105
$18.7M 0.04%
3,001,008
+415,697
106
$18.6M 0.04%
311,146
-920
107
$18.5M 0.04%
423,866
+9,396
108
$18.5M 0.04%
107,694
-633
109
$18.4M 0.04%
273,518
+4,125
110
$18.4M 0.04%
470,682
+135,803
111
$18.2M 0.04%
245,620
+3,273
112
$18.1M 0.04%
468,855
-6,440
113
$16.7M 0.04%
208,920
+2,626
114
$16.4M 0.04%
270,025
+69,671
115
$16.1M 0.04%
424,368
+6,486
116
$16.1M 0.04%
92,412
-51,700
117
$16M 0.04%
310,829
+4,490
118
$15.5M 0.04%
145,869
+2,275
119
$15.4M 0.04%
113,106
+1,676
120
$15.4M 0.04%
207,625
+3,992
121
$15.2M 0.04%
2,396,774
+651,555
122
$14.9M 0.04%
+202,136
123
$14.7M 0.03%
141,275
+2,906
124
$14.6M 0.03%
149,351
-41,205
125
$14.5M 0.03%
335,611
+6,009
3 4
5
6 7