WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.3M 0.04%
207,559
+109,949
102
$19.2M 0.04%
563,881
+90,158
103
$18.2M 0.04%
386,656
-53,204
104
$18.2M 0.04%
181,498
+6,567
105
$18M 0.04%
148,102
-22,862
106
$17.9M 0.04%
+203,479
107
$17.8M 0.04%
139,063
-1,836
108
$17.8M 0.04%
339,533
-2,139
109
$17.7M 0.04%
+45,165
110
$17M 0.04%
22,920
-942
111
$16.9M 0.04%
61,191
-184
112
$16.6M 0.03%
147,969
+15,422
113
$16.4M 0.03%
200,876
-1,774
114
$16.4M 0.03%
124,513
+15,461
115
$16.4M 0.03%
111,998
-52,061
116
$16.1M 0.03%
164,148
-35,565
117
$16.1M 0.03%
+639,384
118
$16M 0.03%
+417,281
119
$16M 0.03%
96,150
-5
120
$15.7M 0.03%
+53,550
121
$15.6M 0.03%
155,728
-3,105
122
$15.2M 0.03%
138,193
-383,732
123
$15.2M 0.03%
465,534
-1,366
124
$15.2M 0.03%
166,540
-673
125
$15M 0.03%
+278,955
3 4
5
6 7