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
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$781M
2
+$536M
3
+$436M
4
AMZN icon
Amazon
AMZN
+$364M
5
EPAM icon
EPAM Systems
EPAM
+$339M

Top Sells

1
+$770M
2
+$391M
3
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.89M 0.01%
139,372
-111
152
$2.56M 0.01%
76,820
+5,730
153
$2.47M 0.01%
36,517
154
$2.08M 0.01%
94,803
+557
155
$2.04M 0.01%
51,565
+540
156
$1.93M 0.01%
40,078
157
$1.83M 0.01%
26,474
-11,121,497
158
$1.78M 0.01%
28,658
+468
159
$1.71M 0.01%
9,293
+75
160
$1.71M 0.01%
130,985
161
$1.55M 0.01%
64,362
162
$1.53M 0.01%
10,520
163
$1.44M 0.01%
60,000
164
$1.4M 0.01%
34,511
+3,922
165
$1.33M ﹤0.01%
17,627
166
$1.2M ﹤0.01%
+33,418
167
$1.17M ﹤0.01%
19,131
+397
168
$1.12M ﹤0.01%
+48,054
169
$1.11M ﹤0.01%
70,239
-1,016
170
$1.06M ﹤0.01%
14,655
+285
171
$1.04M ﹤0.01%
9,203
172
$1.03M ﹤0.01%
11,150
+209
173
$995K ﹤0.01%
5,174
174
$861K ﹤0.01%
3,071
-536
175
$837K ﹤0.01%
7,111
5 6
7
8 9