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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$165M
3
+$123M
4
ACN icon
Accenture
ACN
+$76.1M
5
TSM icon
TSMC
TSM
+$71.9M

Top Sells

1
+$264M
2
+$259M
3
+$112M
4
COST icon
Costco
COST
+$52M
5
VRSK icon
Verisk Analytics
VRSK
+$51M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.01%
83,848
+22,050
127
$1.1M 0.01%
28,319
+5,280
128
$1.1M 0.01%
11,289
-5,390
129
$805K ﹤0.01%
5,044
-1,147
130
$782K ﹤0.01%
11,014
131
$771K ﹤0.01%
+10,052
132
$769K ﹤0.01%
22,121
133
$728K ﹤0.01%
19,685
+1,960
134
$660K ﹤0.01%
15,808
+6,990
135
$632K ﹤0.01%
20,736
-4,784
136
$624K ﹤0.01%
+10,220
137
$595K ﹤0.01%
3,500
138
$580K ﹤0.01%
23,243
-23,683
139
$580K ﹤0.01%
9,347
140
$575K ﹤0.01%
+19,217
141
$508K ﹤0.01%
12,851
142
$507K ﹤0.01%
6,309
-2,220
143
$489K ﹤0.01%
31,512
144
$456K ﹤0.01%
+12,676
145
$404K ﹤0.01%
5,495
146
$387K ﹤0.01%
+21,283
147
$333K ﹤0.01%
360
148
$288K ﹤0.01%
18,994
149
$240K ﹤0.01%
1,671
150
$235K ﹤0.01%
19,890
3 4 5
6
7