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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$758M
3
+$409M
4
TMO icon
Thermo Fisher Scientific
TMO
+$152M
5
SYK icon
Stryker
SYK
+$138M

Top Sells

1
+$662M
2
+$149M
3
+$126M
4
COST icon
Costco
COST
+$47.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.5M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.92M 0.01%
+66,223
152
$1.72M 0.01%
11,882
+3,463
153
$1.62M 0.01%
+101,060
154
$1.51M 0.01%
43,373
155
$1.09M 0.01%
8,461
-3,812
156
$696K ﹤0.01%
+19,215
157
$578K ﹤0.01%
13,741
-6,185
158
$557K ﹤0.01%
215,197
-841,847
159
$541K ﹤0.01%
+14,315
160
$456K ﹤0.01%
3,500
161
$420K ﹤0.01%
+5,842
162
$416K ﹤0.01%
+2,265
163
$401K ﹤0.01%
+7,017
164
$391K ﹤0.01%
+32,040
165
$376K ﹤0.01%
+2,382
166
$367K ﹤0.01%
+25,454
167
$350K ﹤0.01%
+6,505
168
$346K ﹤0.01%
+5,850
169
$333K ﹤0.01%
+4,833
170
$333K ﹤0.01%
+10,142
171
$318K ﹤0.01%
+343
172
$315K ﹤0.01%
+2,131
173
$311K ﹤0.01%
+6,716
174
$281K ﹤0.01%
+3,442
175
$268K ﹤0.01%
22,640
+2,750
5 6
7
8 9