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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.65M 0.02%
+94,074
152
$7.27M 0.02%
+92,304
153
$7.1M 0.02%
1,414,819
+29,706
154
$6.63M 0.02%
47,285
+52
155
$6.41M 0.02%
154,675
+2,175
156
$6.28M 0.01%
292,901
-4,757
157
$6.26M 0.01%
93,524
-226,477
158
$5.89M 0.01%
229,261
+3,678
159
$5.54M 0.01%
14,949
+8
160
$5.48M 0.01%
60,743
+86
161
$5.25M 0.01%
116,544
-486
162
$5.22M 0.01%
224,003
+1,160
163
$4.77M 0.01%
+149,528
164
$4.74M 0.01%
289,417
+7,382
165
$4.56M 0.01%
175,542
+5,877
166
$4.45M 0.01%
176,692
+2,766
167
$4.21M 0.01%
20,593
+23
168
$4.13M 0.01%
76,813
+32,947
169
$4.11M 0.01%
60,000
170
$3.67M 0.01%
20,250
+29
171
$3.63M 0.01%
27,900
+33
172
$3.6M 0.01%
50,243
173
$3.41M 0.01%
182,000
174
$3.31M 0.01%
101,978
+40
175
$3.24M 0.01%
72,182
5 6
7
8 9