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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$576M
3
+$520M
4
CNQ icon
Canadian Natural Resources
CNQ
+$142M
5
UBS icon
UBS Group
UBS
+$141M

Top Sells

1
+$1.13B
2
+$532M
3
+$239M
4
CP icon
Canadian Pacific Kansas City
CP
+$237M
5
ICLR icon
Icon
ICLR
+$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.6M 0.04%
174,992
+3,352
127
$14.5M 0.04%
133,195
+50,673
128
$14.5M 0.04%
2,582,673
+347,984
129
$14.5M 0.04%
473,868
+12,759
130
$14.4M 0.04%
189,472
-129,781
131
$13.1M 0.04%
549,087
+46,556
132
$13.1M 0.04%
192,313
+13,683
133
$12.9M 0.04%
+74,732
134
$12.4M 0.03%
+184,329
135
$12.4M 0.03%
271,600
-1,700
136
$12.2M 0.03%
291,643
+7,156
137
$12.2M 0.03%
200,765
-1,434
138
$12.1M 0.03%
152,650
139
$11.9M 0.03%
37,686
+18,146
140
$11.8M 0.03%
316,484
+24,252
141
$11.8M 0.03%
94,188
+1,192
142
$11.2M 0.03%
383,080
+13,920
143
$9.37M 0.03%
295,328
+5,592
144
$9.15M 0.03%
296,013
+7,212
145
$9.06M 0.03%
145,996
+73,419
146
$8.94M 0.02%
84,010
+9,963
147
$8.69M 0.02%
1,849,017
-32,701
148
$8.53M 0.02%
166,253
-160,930
149
$8.34M 0.02%
104,808
+8,845
150
$8.13M 0.02%
221,416
+15,820
4 5
6
7 8