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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$576M
3
+$520M
4
CNQ icon
Canadian Natural Resources
CNQ
+$142M
5
UBS icon
UBS Group
UBS
+$141M

Top Sells

1
+$1.13B
2
+$532M
3
+$239M
4
CP icon
Canadian Pacific Kansas City
CP
+$237M
5
ICLR icon
Icon
ICLR
+$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.66M 0.02%
107,979
+12,748
152
$7.03M 0.02%
1,326,624
-31,478
153
$6.97M 0.02%
36,692
+4,339
154
$6.76M 0.02%
14,948
+1,186
155
$6.42M 0.02%
14,956
+1,772
156
$6.35M 0.02%
154,664
+57,122
157
$6.34M 0.02%
36,021
+4,231
158
$6.24M 0.02%
119,000
+13,701
159
$5.88M 0.02%
+57,680
160
$5.84M 0.02%
120,985
+13,220
161
$5.71M 0.02%
65,776
+7,364
162
$5.48M 0.02%
33,429
+8,379
163
$5.36M 0.01%
172,865
+20,635
164
$5.3M 0.01%
78,847
+9,189
165
$5.23M 0.01%
487,703
+57,760
166
$5.21M 0.01%
49,593
+5,829
167
$5.2M 0.01%
90,554
+7,187
168
$5.18M 0.01%
324,091
+24,107
169
$4.61M 0.01%
85,475
-17,893
170
$4.55M 0.01%
+107,401
171
$4.55M 0.01%
16,516
+1,948
172
$4.33M 0.01%
+10,757
173
$3.69M 0.01%
30,434
+2,346
174
$3.66M 0.01%
50,243
+5,969
175
$3.57M 0.01%
45,886
+5,261
5 6
7
8 9