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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.5M 0.02%
142,777
+961
127
$9.36M 0.02%
689,774
+26,409
128
$9.27M 0.02%
115,636
+806
129
$9.1M 0.02%
57,988
+578
130
$9M 0.02%
+351,053
131
$8.84M 0.02%
+114,043
132
$8.48M 0.02%
61,034
-21,179
133
$8.26M 0.02%
55,432
+12,793
134
$8.21M 0.02%
80,400
+2,152
135
$8.15M 0.02%
+163,126
136
$7.9M 0.02%
166,639
+954
137
$7.89M 0.02%
113,414
-44,938
138
$7.72M 0.02%
302,234
-644
139
$7.55M 0.02%
372,634
+2,731
140
$7.45M 0.02%
119,341
+31,909
141
$7.28M 0.02%
65,281
-39,456
142
$6.62M 0.02%
73,412
+506
143
$6.57M 0.02%
155,088
+1,014
144
$6.22M 0.01%
225,815
+66,316
145
$5.92M 0.01%
254,230
-225,389
146
$5.87M 0.01%
122,160
+763
147
$5.55M 0.01%
93,621
+501
148
$5.52M 0.01%
135,726
+578
149
$4.19M 0.01%
48,199
+236
150
$4.16M 0.01%
56,273
+12,818
4 5
6
7 8