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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.63M 0.03%
687,218
-718
127
$9.06M 0.03%
113,047
+17,028
128
$9.03M 0.03%
585,100
-133,802
129
$8.78M 0.02%
286,276
-57,346
130
$8.77M 0.02%
48,349
+6,235
131
$8.51M 0.02%
1,360,855
+29,565
132
$8.46M 0.02%
243,397
+22,811
133
$8.39M 0.02%
523,404
+64,306
134
$7.85M 0.02%
51,106
+10,466
135
$7.5M 0.02%
209,168
-21,641
136
$7.4M 0.02%
420,011
+23,309
137
$6.74M 0.02%
56,823
-7,948
138
$6.4M 0.02%
139,107
+8,911
139
$6.19M 0.02%
679,803
+341,557
140
$6.07M 0.02%
83,607
+6,898
141
$5.91M 0.02%
251,642
+9,467
142
$5.9M 0.02%
46,160
+9,528
143
$5.79M 0.02%
165,912
+16,938
144
$5.32M 0.01%
128,692
+8,252
145
$5.27M 0.01%
+88,264
146
$5.13M 0.01%
58,986
-21,089
147
$5.12M 0.01%
125,734
+39,813
148
$4.94M 0.01%
445,507
+52,095
149
$4.72M 0.01%
+36,492
150
$4.58M 0.01%
32,218
+6,736
4 5
6
7 8