WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.1M 0.02%
+18,291
152
$8.09M 0.02%
107,032
-3,701
153
$7.62M 0.02%
259,274
-42,821
154
$7.42M 0.02%
+310,791
155
$6.39M 0.01%
138,704
+18,462
156
$6.35M 0.01%
233,412
-6,326
157
$6.22M 0.01%
102,036
-19,013
158
$6.15M 0.01%
1,296,035
+187,259
159
$5.8M 0.01%
+82,307
160
$5.55M 0.01%
30,869
+4,412
161
$5.51M 0.01%
18,336
-1,797
162
$5.37M 0.01%
879,454
-40,247
163
$5.21M 0.01%
152,041
-15,233
164
$5.11M 0.01%
12,325
-1,625
165
$4.99M 0.01%
144,145
+3,590
166
$4.8M 0.01%
+47,733
167
$4.8M 0.01%
250,447
+35,691
168
$4.72M 0.01%
+56,605
169
$4.68M 0.01%
160,928
+21,740
170
$4.59M 0.01%
195,915
+26,581
171
$4.56M 0.01%
42,821
172
$4.3M 0.01%
486,633
+67,192
173
$4.22M 0.01%
287,860
-4,068
174
$4.13M 0.01%
33,844
-3,196
175
$3.56M 0.01%
75,441
+9,859
5 6
7
8 9