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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$284M
3
+$111M
4
ANSS
Ansys
ANSS
+$90.2M
5
ASML icon
ASML
ASML
+$69.7M

Top Sells

1
+$267M
2
+$124M
3
+$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$775K 0.01%
+22,461
127
$759K 0.01%
+31,140
128
$752K 0.01%
+8,802
129
$720K 0.01%
+106,275
130
$717K 0.01%
+63,547
131
$675K ﹤0.01%
3,500
132
$609K ﹤0.01%
+6,383
133
$591K ﹤0.01%
+97,811
134
$515K ﹤0.01%
+31,997
135
$497K ﹤0.01%
+366
136
$461K ﹤0.01%
+8,950
137
$422K ﹤0.01%
+17,267
138
$359K ﹤0.01%
+4,575
139
$343K ﹤0.01%
+1,040
140
$321K ﹤0.01%
+2,790
141
$320K ﹤0.01%
+19,288
142
$205K ﹤0.01%
+1,671
143
– –
-4,770
144
– –
-1,449,364
145
– –
-3,410
146
– –
-62,132
147
– –
-20,990
148
– –
-5,667
149
– –
-227,495
2 3 4 5
6