WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$702M
2
+$137M
3
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

1
+$1.21B
2
+$104M
3
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.58M 0.01%
+80,651
152
$1.57M 0.01%
29,531
+16,680
153
$1.26M 0.01%
43,373
-82
154
$924K 0.01%
19,926
+241
155
$576K ﹤0.01%
3,500
156
$271K ﹤0.01%
19,890
157
$223K ﹤0.01%
2,660
158
– –
-1,875,212
159
– –
-1,364,160
160
– –
-265,592
161
– –
-22,121
162
– –
-21,409
163
– –
-1,357,963
164
– –
-29,866
165
– –
-20,736
166
– –
-1,671
3 4 5 6
7