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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$466M
3
+$282M
4
CTVA icon
Corteva
CTVA
+$264M
5
TRI icon
Thomson Reuters
TRI
+$203M

Top Sells

1
+$534M
2
+$502M
3
+$413M
4
GGG icon
Graco
GGG
+$397M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11M 0.04%
750,751
-42,236
127
$11M 0.04%
120,705
-1,793
128
$11M 0.04%
302,061
+89,561
129
$10.7M 0.04%
385,175
-6,414
130
$10.3M 0.03%
250,322
-4,207
131
$10.2M 0.03%
180,791
-2,560
132
$10.2M 0.03%
+142,164
133
$9.8M 0.03%
426,212
-5,761
134
$9.74M 0.03%
47,363
-12,141
135
$9.65M 0.03%
86,992
-55,972
136
$9.61M 0.03%
+59,526
137
$9.41M 0.03%
269,595
-187,815
138
$9.12M 0.03%
78,628
-10,955
139
$8.75M 0.03%
10,339
+466
140
$8.41M 0.03%
189,594
-2,653
141
$7.64M 0.03%
609,386
-76,158
142
$7.43M 0.02%
+790,066
143
$7.42M 0.02%
54,645
-4,029
144
$7.28M 0.02%
+774,459
145
$7.27M 0.02%
+1,028,957
146
$6.95M 0.02%
+26,209
147
$6.84M 0.02%
88,739
-44,966
148
$6.77M 0.02%
150,647
-2,204
149
$6.77M 0.02%
224,727
+64,657
150
$6.74M 0.02%
+661,116
4 5
6
7 8