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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$135M
3
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

1
+$1.17B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$464K ﹤0.01%
+9,720
177
$461K ﹤0.01%
+5,723
178
$461K ﹤0.01%
2,115
+1,134
179
$454K ﹤0.01%
398
+45
180
$441K ﹤0.01%
+3,419
181
$438K ﹤0.01%
3,961
+420
182
$418K ﹤0.01%
1,999
+225
183
$403K ﹤0.01%
+7,978
184
$382K ﹤0.01%
3,943
-3,193
185
$378K ﹤0.01%
15,009
+4,529
186
$371K ﹤0.01%
20,407
+3,576
187
$301K ﹤0.01%
2,914
+168
188
$269K ﹤0.01%
2,140
+124
189
$249K ﹤0.01%
+788
190
– –
-6,036
191
– –
-6,630
192
– –
-299,708
193
– –
-60,736
194
– –
-66,979
195
– –
-35,571
196
– –
-531,570
197
– –
-1,800,672
198
– –
-640,489
199
– –
-72,425
200
– –
-1,043,384
5 6 7
8
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