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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$869M
2
+$102M
3
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

1
+$1.42B
2
+$950M
3
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$314K ﹤0.01%
1,723
177
$243K ﹤0.01%
+13,745
178
$230K ﹤0.01%
2,530
179
$229K ﹤0.01%
16,227
-15,813
180
– –
-113,462
181
– –
-126,176
182
– –
-248,824
183
– –
-436,613
184
– –
-94,350
185
– –
-17,756
186
– –
-46,944
187
– –
-483,425
188
– –
-77,678
4 5 6 7
8