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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$258K ﹤0.01%
+2,062
177
$253K ﹤0.01%
+4,126
178
$238K ﹤0.01%
+1,723
179
$206K ﹤0.01%
+1,431
180
$202K ﹤0.01%
+1,410
181
– –
-50,385
182
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-89,321
183
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-31,264
184
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-81,899
185
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-36,681
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-1,548
188
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-2,660
189
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-22,490
190
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-131,661
191
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-85,851
192
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-76,436
193
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-37,339
194
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-754,529
195
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-392,016
196
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-104,126
197
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-139,254
198
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-217,150
199
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-307,488
200
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-29,531
5 6 7
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