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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.2M 0.03%
370,135
+8,164
127
$14.2M 0.03%
83,776
+65,245
128
$14.1M 0.03%
271,905
+3,857
129
$14M 0.03%
178,985
-657
130
$13.5M 0.03%
223,509
-1,366
131
$13.4M 0.03%
+1,024,091
132
$13.2M 0.03%
+347,909
133
$13M 0.03%
118,369
+1,902
134
$12.7M 0.03%
183,682
+3,751
135
$12.7M 0.03%
520,265
+11,777
136
$12M 0.03%
108,910
+1,598
137
$12M 0.03%
449,704
-843
138
$11.7M 0.03%
232,758
+3,397
139
$11.7M 0.03%
663,122
+12,008
140
$10.8M 0.03%
91,941
-448
141
$10.5M 0.02%
11,544
+67
142
$10.1M 0.02%
152,650
-6
143
$9.99M 0.02%
1,959,469
+39,126
144
$9.73M 0.02%
39,434
-135,437
145
$9.08M 0.02%
113,345
+1,755
146
$8.56M 0.02%
+16,470
147
$8.49M 0.02%
67,032
-22,584
148
$8.38M 0.02%
2,611,038
-15,994
149
$7.99M 0.02%
+68,071
150
$7.99M 0.02%
17,955
-1,630
4 5
6
7 8