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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.63M 0.02%
125,500
-234
152
$4.44M 0.02%
178,553
+65,173
153
$4.41M 0.02%
+151,484
154
$4.31M 0.02%
37,408
+916
155
$4.14M 0.01%
33,178
+960
156
$3.71M 0.01%
444,829
-678
157
$3.58M 0.01%
47,399
+1,239
158
$3.11M 0.01%
90,852
+2,588
159
$3.09M 0.01%
242,833
-564
160
$3.03M 0.01%
343,069
+212
161
$2.48M 0.01%
139,483
+1,455
162
$2.46M 0.01%
71,090
-68,017
163
$2.43M 0.01%
36,517
164
$2.33M 0.01%
21,420
-60
165
$2.27M 0.01%
94,246
+488
166
$2.21M 0.01%
51,025
+4,408
167
$2.19M 0.01%
130,985
+31,195
168
$1.95M 0.01%
40,078
169
$1.9M 0.01%
28,190
170
$1.79M 0.01%
9,218
+2,216
171
$1.74M 0.01%
64,362
+1,171
172
$1.72M 0.01%
71,255
+148
173
$1.65M 0.01%
1,898,407
174
$1.4M 0.01%
17,627
+4,346
175
$1.37M ﹤0.01%
10,520
+2,428
5 6
7
8 9