WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.3M 0.03%
+45,447
127
$14.1M 0.03%
119,696
+30
128
$13.8M 0.03%
203,576
-33,226
129
$13.6M 0.03%
260,982
-14,253
130
$13.1M 0.03%
77,261
+91
131
$12.8M 0.03%
53,186
-8,764
132
$12.6M 0.03%
354,824
-411,395
133
$12.3M 0.03%
389,303
-229,862
134
$11.9M 0.02%
16,363
-630
135
$11.7M 0.02%
736,665
-266
136
$11.7M 0.02%
253,377
-4,437
137
$11.4M 0.02%
325,721
-1,777
138
$11.4M 0.02%
+217,380
139
$11.3M 0.02%
+619,140
140
$11.2M 0.02%
152,362
+47
141
$11.1M 0.02%
74,141
-42,926
142
$10.9M 0.02%
43,158
-396
143
$10.6M 0.02%
+426,531
144
$10.2M 0.02%
258,581
-2,048
145
$9.91M 0.02%
+94,296
146
$9.51M 0.02%
199,630
-73,706
147
$8.92M 0.02%
+147,065
148
$8.75M 0.02%
288,109
+77,640
149
$8.44M 0.02%
67,999
-41,865
150
$8.36M 0.02%
102,887
+17
4 5
6
7 8