WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.27B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$229M
2 +$24.7M
3 +$22M
4
TCOM icon
Trip.com Group
TCOM
+$21.7M
5
CP icon
Canadian Pacific Kansas City
CP
+$20.6M

Top Sells

1 +$309M
2 +$247M
3 +$93M
4
TSM icon
TSMC
TSM
+$73.5M
5
SBUX icon
Starbucks
SBUX
+$15.8M

Sector Composition

1 Financials 29.27%
2 Technology 15.96%
3 Healthcare 14.47%
4 Industrials 8.4%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-441,666
127
-104,794