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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.68M 0.03%
175,554
+110
127
$9.54M 0.03%
131,051
+405
128
$9.44M 0.03%
199,636
+182
129
$8.91M 0.03%
573,994
+167,029
130
$8.89M 0.03%
250,037
+345
131
$8.56M 0.03%
142,284
+36,008
132
$8.46M 0.03%
+64,978
133
$8.38M 0.03%
115,318
+6,405
134
$8.3M 0.03%
262,716
+96,804
135
$8.21M 0.03%
+167,825
136
$7.99M 0.03%
+469,987
137
$7.95M 0.03%
834,508
-629,873
138
$7.78M 0.03%
563,505
-99,881
139
$7.56M 0.03%
185,473
-88
140
$7.23M 0.03%
260,376
-25,900
141
$6.91M 0.02%
1,360,802
-53
142
$6.83M 0.02%
679,022
-8,196
143
$6.8M 0.02%
206,994
-2,174
144
$6.49M 0.02%
9,834
-678
145
$5.44M 0.02%
34,061
-44,251
146
$5.08M 0.02%
38,991
-12,115
147
$5.04M 0.02%
251,249
-393
148
$5.03M 0.02%
83,443
-164
149
$4.83M 0.02%
370,749
+163,575
150
$4.7M 0.02%
128,677
-15
4 5
6
7 8