WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.4B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$289M
3
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

1
+$717M
2
+$583M
3
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10M 0.03%
102,626
+32,475
127
$9.24M 0.02%
+663,365
128
$8.95M 0.02%
141,816
+7,420
129
$8.13M 0.02%
92,457
+3,587
130
$8.08M 0.02%
93,120
+3,696
131
$8.03M 0.02%
78,248
+4,736
132
$7.98M 0.02%
82,213
+3,271
133
$7.87M 0.02%
121,397
+28,525
134
$7.52M 0.02%
72,462
-114,723
135
$7.24M 0.02%
87,432
+3,383
136
$6.95M 0.02%
72,906
+2,841
137
$6.21M 0.02%
42,639
+38,151
138
$6.14M 0.02%
135,148
+5,225
139
$4.96M 0.01%
73,598
+2,934
140
$4.54M 0.01%
159,499
+6,350
141
$4.29M 0.01%
96,801
+3,811
142
$4.24M 0.01%
54,315
+2,084
143
$3.96M 0.01%
65,022
-40,406
144
$3.92M 0.01%
150,839
+83,694
145
$3.92M 0.01%
47,963
+1,755
146
$3.76M 0.01%
26,576
-14,383
147
$3.69M 0.01%
+38,762
148
$3.68M 0.01%
21,380
149
$3.52M 0.01%
+103,987
150
$3.32M 0.01%
28,784
+25,870
4 5
6
7 8