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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$129M
3
+$82.6M
4
RACE icon
Ferrari
RACE
+$60.8M
5
ASML icon
ASML
ASML
+$57.2M

Top Sells

1
+$1.02B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$184M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M ﹤0.01%
3,401
-10
152
$1.09M ﹤0.01%
51,465
+27,510
153
$1.01M ﹤0.01%
22,204
+2,421
154
$996K ﹤0.01%
7,505
+810
155
$870K ﹤0.01%
3,500
156
$802K ﹤0.01%
29,386
+3,186
157
$794K ﹤0.01%
+27,886
158
$793K ﹤0.01%
11,732
+1,295
159
$759K ﹤0.01%
4,611
+509
160
$750K ﹤0.01%
9,666
+2,444
161
$743K ﹤0.01%
2,549
+326
162
$727K ﹤0.01%
1,498
-834
163
$720K ﹤0.01%
2,760
+308
164
$708K ﹤0.01%
5,757
+769
165
$666K ﹤0.01%
4,024
+2,217
166
$655K ﹤0.01%
4,761
+515
167
$652K ﹤0.01%
6,747
+734
168
$641K ﹤0.01%
26,916
+10,509
169
$621K ﹤0.01%
12,952
+7,117
170
$600K ﹤0.01%
+2,756
171
$569K ﹤0.01%
4,814
+2,700
172
$551K ﹤0.01%
6,626
+3,783
173
$524K ﹤0.01%
3,319
+1,929
174
$499K ﹤0.01%
4,488
+507
175
$466K ﹤0.01%
7,654
+748
5 6
7
8 9