WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.1B
AUM Growth
+$5.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$940M
2
+$704M
3
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

1
+$442M
2
+$207M
3
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.78M 0.02%
222,843
+1,427
152
$6.45M 0.02%
225,583
+52,718
153
$5.84M 0.01%
+182,000
154
$5.72M 0.01%
1,385,113
+58,489
155
$5.61M 0.01%
47,233
-36,777
156
$5.48M 0.01%
169,665
+62,264
157
$5.38M 0.01%
173,926
-117,717
158
$5.31M 0.01%
60,657
-47,322
159
$5.23M 0.01%
14,941
-101,041
160
$5.21M 0.01%
+282,035
161
$4.2M 0.01%
72,115
-13,360
162
$4.01M 0.01%
20,570
-16,122
163
$3.97M 0.01%
50,243
164
$3.82M 0.01%
20,221
-15,800
165
$3.71M 0.01%
27,867
-21,726
166
$3.64M 0.01%
60,000
167
$3.62M 0.01%
8,390
-6,566
168
$3.53M 0.01%
44,739
-34,108
169
$3.48M 0.01%
7,216
-516
170
$3.46M 0.01%
37,053
-28,723
171
$3.4M 0.01%
39,055
-6,831
172
$3.36M 0.01%
19,247
-14,182
173
$3.33M 0.01%
18,531
174
$3.26M 0.01%
72,182
175
$3.18M 0.01%
2,391
+14
5 6
7
8 9