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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$129M
3
+$82.6M
4
RACE icon
Ferrari
RACE
+$60.8M
5
ASML icon
ASML
ASML
+$57.2M

Top Sells

1
+$1.02B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$184M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.49M 0.02%
57,500
-27,798
127
$7.4M 0.02%
265,297
-46,533
128
$7.37M 0.02%
89,424
-4,765
129
$6.99M 0.02%
134,396
+47,613
130
$6.79M 0.02%
23,440
-25,514
131
$6.49M 0.02%
105,428
-36,421
132
$6.19M 0.02%
70,151
-1,957
133
$6.1M 0.02%
92,872
-2,177
134
$5.57M 0.02%
84,049
-67,846
135
$5.42M 0.01%
129,923
-2,527
136
$5.4M 0.01%
78,942
-1,716
137
$5.22M 0.01%
153,149
-2,930
138
$4.94M 0.01%
52,231
-1,085
139
$4.75M 0.01%
64,170
+4,204
140
$4.39M 0.01%
46,208
-62,225
141
$4.13M 0.01%
92,990
-2,145
142
$4.08M 0.01%
40,959
+14,647
143
$4M 0.01%
70,664
-1,443
144
$3.73M 0.01%
10,981
-541,734
145
$3.35M 0.01%
129,864
+56,330
146
$3.31M 0.01%
21,380
+140
147
$3.13M 0.01%
60,000
148
$2.54M 0.01%
40,078
149
$2.13M 0.01%
67,145
-87,945
150
$1.6M ﹤0.01%
29,616
+8,734
4 5
6
7 8