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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.1M 0.04%
285,950
-8,150
127
$11.9M 0.04%
9,981
+58
128
$11.8M 0.04%
1,258,033
+232,144
129
$11.5M 0.03%
196,203
+12,154
130
$10.7M 0.03%
456,454
+30,491
131
$10.7M 0.03%
580,086
-11,354
132
$10.6M 0.03%
278,163
-88,911
133
$10.4M 0.03%
92,055
+5,894
134
$10.4M 0.03%
1,368,290
-325,093
135
$10.3M 0.03%
2,065,476
-46,784
136
$10.1M 0.03%
54,712
-1,447
137
$9.97M 0.03%
202,068
+12,205
138
$9.94M 0.03%
770,062
-1,048
139
$9.87M 0.03%
152,650
-11,537
140
$9.76M 0.03%
283,109
+19,783
141
$9.52M 0.03%
27,715
+1,508
142
$9.47M 0.03%
361,827
+26,290
143
$8.67M 0.03%
1,430,483
-30,200
144
$8.66M 0.03%
+367,100
145
$8.64M 0.03%
236,368
+16,771
146
$7.92M 0.02%
635,574
+44,432
147
$6.77M 0.02%
94,278
+5,733
148
$6.58M 0.02%
95,200
-1,873
149
$5.99M 0.02%
284,621
+25,097
150
$5.79M 0.02%
227,012
-4,657
4 5
6
7 8