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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$466M
3
+$282M
4
CTVA icon
Corteva
CTVA
+$264M
5
TRI icon
Thomson Reuters
TRI
+$203M

Top Sells

1
+$534M
2
+$502M
3
+$413M
4
GGG icon
Graco
GGG
+$397M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.43M 0.02%
+587,563
152
$6.27M 0.02%
589,371
-10,130
153
$5.97M 0.02%
147,102
+70,282
154
$5.82M 0.02%
167,732
+8,420
155
$5.61M 0.02%
74,948
+60,293
156
$5.49M 0.02%
96,418
+77,287
157
$5.19M 0.02%
259,711
-3,595
158
$5.19M 0.02%
129,145
-1,949
159
$5.11M 0.02%
+61,049
160
$4.93M 0.02%
251,698
-139,232
161
$4.9M 0.02%
624,589
-8,469
162
$4.8M 0.02%
276,740
+4,497
163
$4.48M 0.02%
96,770
+6,715
164
$4.4M 0.01%
+106,547
165
$4.3M 0.01%
29,759
+23,750
166
$3.99M 0.01%
+83,141
167
$3.9M 0.01%
57,942
-5,908,138
168
$3.86M 0.01%
32,129
+24,840
169
$3.8M 0.01%
476,785
+214,854
170
$3.75M 0.01%
+44,271
171
$3.7M 0.01%
23,223
+18,483
172
$3.65M 0.01%
14,655
+11,793
173
$3.51M 0.01%
+69,202
174
$3.29M 0.01%
+70,531
175
$3.01M 0.01%
+100,000
5 6
7
8 9