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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.5M
3
+$20.2M
4
AZN icon
AstraZeneca
AZN
+$20.1M
5
SAP icon
SAP
SAP
+$17M

Top Sells

1
+$462M
2
+$436M
3
+$392M
4
ENTG icon
Entegris
ENTG
+$367M
5
BAH icon
Booz Allen Hamilton
BAH
+$282M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.51M 0.02%
98,745
-6,134
152
$8.36M 0.02%
144,759
+1,213
153
$8.03M 0.02%
+84,121
154
$7.65M 0.02%
202,213
+66,604
155
$7.52M 0.02%
271,822
+165,157
156
$7.16M 0.02%
+521,026
157
$6.98M 0.02%
44,980
+15,097
158
$6.23M 0.02%
20,285
-259
159
$6.2M 0.02%
153,166
-357
160
$6.19M 0.02%
25,507
-567
161
$6.15M 0.02%
193,352
+1,551
162
$6.1M 0.02%
72,290
-3,938
163
$5.88M 0.02%
47,220
-2,136
164
$5.78M 0.01%
22,039
-335
165
$5.59M 0.01%
45,489
-11,551
166
$5.44M 0.01%
121,067
-4,032
167
$5.23M 0.01%
85,982
-2,043
168
$4.96M 0.01%
71,477
-617
169
$4.94M 0.01%
20,085
+594
170
$4.93M 0.01%
185,518
-758,310
171
$4.79M 0.01%
28,765
-7,873
172
$4.76M 0.01%
121,006
-20,275
173
$4.65M 0.01%
78,609
-2,704
174
$4.65M 0.01%
26,346
-801
175
$4.62M 0.01%
13,912
+8,188
5 6
7
8 9