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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$164M
3
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

1
+$285M
2
+$275M
3
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$211K ﹤0.01%
2,660
152
$202K ﹤0.01%
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