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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.5M
3
+$20.2M
4
AZN icon
AstraZeneca
AZN
+$20.1M
5
SAP icon
SAP
SAP
+$17M

Top Sells

1
+$462M
2
+$436M
3
+$392M
4
ENTG icon
Entegris
ENTG
+$367M
5
BAH icon
Booz Allen Hamilton
BAH
+$282M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.2M 0.04%
440,236
-1,001
102
$16.1M 0.04%
131,791
+474
103
$16M 0.04%
271,328
-14,160
104
$16M 0.04%
948,432
+1,192
105
$15.6M 0.04%
91,617
+202
106
$15.6M 0.04%
536,843
+149,551
107
$15.5M 0.04%
469,048
-23,883
108
$15.5M 0.04%
90,720
-262
109
$15.4M 0.04%
138,287
-554
110
$15.3M 0.04%
+196,456
111
$15.1M 0.04%
42,195
-70
112
$15.1M 0.04%
46,583
+5,634
113
$14.5M 0.04%
523,911
+1,300
114
$14.5M 0.04%
138,437
+235
115
$14.4M 0.04%
185,619
-75,929
116
$13.9M 0.04%
16,955
+250
117
$13.9M 0.04%
305,596
-18,495
118
$13.8M 0.04%
110,319
-6,910
119
$13.7M 0.04%
102,992
+5,906
120
$13.7M 0.04%
23,814
+415
121
$13.4M 0.03%
+923,995
122
$13.4M 0.03%
100,369
-427
123
$13.4M 0.03%
306,861
-2,363
124
$13.3M 0.03%
111,948
-48
125
$13M 0.03%
+310,978
3 4
5
6 7