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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.62M 0.02%
282,934
+29,123
152
$5.59M 0.02%
73,991
-1,457
153
$5.55M 0.02%
14,498
-298
154
$5.41M 0.02%
151,627
+10,218
155
$5.38M 0.02%
+59,064
156
$5.07M 0.02%
294,145
+17,373
157
$5.06M 0.02%
58,441
-1,087
158
$4.87M 0.01%
105,305
+7,488
159
$4.79M 0.01%
278,654
-93,934
160
$4.74M 0.01%
43,753
-792
161
$4.53M 0.01%
31,780
-592
162
$4.21M 0.01%
73,225
+38,624
163
$4.19M 0.01%
25,043
-385
164
$4.16M 0.01%
+19,193
165
$4.08M 0.01%
105,268
-2,034
166
$4.02M 0.01%
94,644
-15,621,910
167
$3.99M 0.01%
69,633
-1,381
168
$3.85M 0.01%
421,484
-379,552
169
$3.8M 0.01%
95,213
+11,187
170
$3.55M 0.01%
22,948
-393
171
$3.47M 0.01%
70,970
+5,248
172
$3.42M 0.01%
40,606
-785
173
$3.18M 0.01%
8,085
+946
174
$3.06M 0.01%
87,460
+9,744
175
$2.92M 0.01%
14,661
-8,818
5 6
7
8 9