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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.48M 0.01%
78,157
+7,578
152
$4.4M 0.01%
113,380
+12,452
153
$3.51M 0.01%
21,480
+40
154
$3.48M 0.01%
342,857
+216,587
155
$3.29M 0.01%
207,174
+14,245
156
$3.27M 0.01%
24,141
+4,979
157
$3.08M 0.01%
184,731
+17,790
158
$2.89M 0.01%
+36,517
159
$2.86M 0.01%
93,758
+51,137
160
$2.61M 0.01%
138,028
+23,321
161
$2.52M 0.01%
30,639
+4,184
162
$2.42M 0.01%
+46,617
163
$2.25M 0.01%
60,000
164
$2.13M 0.01%
1,898,407
+16,980
165
$2.05M 0.01%
99,790
+16,525
166
$2.04M 0.01%
40,078
167
$2.01M 0.01%
+28,190
168
$1.97M 0.01%
63,191
+10,661
169
$1.85M 0.01%
71,107
+12,786
170
$1.7M ﹤0.01%
+38,137
171
$1.67M ﹤0.01%
335,994
-57,379
172
$1.5M ﹤0.01%
7,002
+1,358
173
$1.35M ﹤0.01%
18,663
-3,861
174
$1.24M ﹤0.01%
8,092
+1,420
175
$1.2M ﹤0.01%
14,321
5 6
7
8 9