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
$8.77B
AUM Growth
+$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$142M
3
+$63.7M
4
HDB icon
HDFC Bank
HDB
+$51.4M
5
BSX icon
Boston Scientific
BSX
+$38.9M

Top Sells

1
+$361M
2
+$102M
3
+$95.5M
4
WDAY icon
Workday
WDAY
+$34.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$16.7M

Sector Composition

1 Financials 22.52%
2 Technology 12.9%
3 Healthcare 9.23%
4 Consumer Discretionary 7.42%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K ﹤0.01%
+3,396
127
$356K ﹤0.01%
+5,572
128
$321K ﹤0.01%
3,500
-373,805
129
$292K ﹤0.01%
3,000
130
$292K ﹤0.01%
+9,280
131
$286K ﹤0.01%
+5,440
132
$238K ﹤0.01%
+4,637
133
$230K ﹤0.01%
+5,170
134
$209K ﹤0.01%
+3,543
135
– –
-516,975
136
– –
-30,617
137
– –
-138,628
138
– –
-473,760
139
– –
-454,320
140
– –
-265,868
141
– –
-267,960
142
– –
-112,830
143
– –
-7,929,096
2 3 4 5
6