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
$39.4B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$289M
3
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

1
+$717M
2
+$583M
3
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.17M 0.01%
60,000
152
$2.96M 0.01%
+43,455
153
$2.95M 0.01%
21,145
+19,005
154
$2.54M 0.01%
+13,842
155
$2.38M 0.01%
+9,779
156
$2.2M 0.01%
40,078
157
$2.1M 0.01%
+50,439
158
$2.06M 0.01%
+19,324
159
$1.76M ﹤0.01%
+13,085
160
$1.56M ﹤0.01%
3,401
161
$1.47M ﹤0.01%
29,616
162
$1.42M ﹤0.01%
72,865
+21,400
163
$1.21M ﹤0.01%
39,319
+11,433
164
$1.18M ﹤0.01%
22,204
165
$1.05M ﹤0.01%
5,717
+1,693
166
$1.03M ﹤0.01%
37,379
+10,463
167
$980K ﹤0.01%
22,566
-7,318,343
168
$969K ﹤0.01%
7,505
169
$931K ﹤0.01%
+54,459
170
$888K ﹤0.01%
10,212
+546
171
$882K ﹤0.01%
4,611
172
$871K ﹤0.01%
9,611
+2,985
173
$862K ﹤0.01%
2,722
+173
174
$857K ﹤0.01%
10,062
+4,339
175
$845K ﹤0.01%
11,732
5 6
7
8 9