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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.75M 0.01%
152,001
+1,162
152
$3.66M 0.01%
60,000
153
$3.63M 0.01%
54,719
+404
154
$3.6M 0.01%
27,270
+6,125
155
$3.52M 0.01%
21,400
+20
156
$3.39M 0.01%
24,812
+5,488
157
$3.35M 0.01%
104,380
+393
158
$3.21M 0.01%
65,329
+14,890
159
$3.19M 0.01%
37,309
+8,525
160
$3.07M 0.01%
65,504
+482
161
$3.04M 0.01%
12,677
+2,898
162
$2.91M 0.01%
97,265
+464
163
$2.72M 0.01%
26,997
+421
164
$2.71M 0.01%
10,153
-3,689
165
$2.62M 0.01%
16,923
+3,838
166
$2.44M 0.01%
73,969
+371
167
$1.87M ﹤0.01%
7,536
-90,440
168
$1.66M ﹤0.01%
75,015
+2,150
169
$1.58M ﹤0.01%
40,078
170
$1.34M ﹤0.01%
3,401
171
$1.27M ﹤0.01%
29,852
+236
172
$1.24M ﹤0.01%
22,357
+153
173
$1.21M ﹤0.01%
40,488
+1,169
174
$1.1M ﹤0.01%
38,195
+816
175
$1.07M ﹤0.01%
56,809
+2,350
5 6
7
8 9