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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.91M 0.02%
+356,241
127
$3.83M 0.02%
115,296
+33,360
128
$3.72M 0.02%
232,724
-47,810
129
$3.71M 0.02%
36,654
-17,891
130
$3.5M 0.02%
112,794
+28,903
131
$3.48M 0.02%
193,619
+56,191
132
$3.47M 0.02%
60,091
-22,171
133
$3.45M 0.02%
+33,626
134
$3.44M 0.02%
115,103
+33,230
135
$3.24M 0.02%
54,463
+13,791
136
$3.13M 0.02%
108,633
+74,723
137
$3.1M 0.02%
71,807
+3,370
138
$3.01M 0.02%
295,128
+154,560
139
$2.79M 0.02%
23,617
+10,508
140
$2.74M 0.02%
+61,571
141
$2.52M 0.01%
+249,095
142
$2.52M 0.01%
113,474
+32,823
143
$2.44M 0.01%
169,321
+70,005
144
$2.43M 0.01%
53,582
+15,355
145
$2.33M 0.01%
234,560
+67,786
146
$2.2M 0.01%
114,030
+39,960
147
$2.09M 0.01%
+35,521
148
$2.07M 0.01%
21,240
149
$2.02M 0.01%
59,515
+17,226
150
$1.97M 0.01%
+121,554
4 5
6
7 8