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
$8.28B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$67.4M
3
+$50.6M
4
CB icon
Chubb
CB
+$49.4M
5
ABEV icon
Ambev
ABEV
+$31.1M

Top Sells

1
+$332M
2
+$11M
3
+$9.93M
4
TTWO icon
Take-Two Interactive
TTWO
+$9.74M
5
WAFD icon
WaFd
WAFD
+$8.31M

Sector Composition

1 Financials 24.69%
2 Technology 14.68%
3 Industrials 7.47%
4 Consumer Discretionary 7.19%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$566K 0.01%
8,047
+3,410
127
$541K 0.01%
18,138
-71,793
128
$528K 0.01%
34,775
-153,990
129
$492K 0.01%
28,370
-119,390
130
$466K 0.01%
+13,400
131
$463K 0.01%
8,810
+3,640
132
$381K ﹤0.01%
17,330
-77,750
133
$360K ﹤0.01%
11,924
-50,611
134
$324K ﹤0.01%
+6,597
135
$318K ﹤0.01%
58,894
-249,844
136
$292K ﹤0.01%
+2,185
137
$284K ﹤0.01%
15,814
-18,460,728
138
$274K ﹤0.01%
+9,885
139
$260K ﹤0.01%
3,000
140
$231K ﹤0.01%
3,500
141
$202K ﹤0.01%
+1,720
142
– –
-3,396
143
– –
-289,324
144
– –
-65,590
145
– –
-2,000
2 3 4 5
6