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
$39.4B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$289M
3
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

1
+$717M
2
+$583M
3
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$840K ﹤0.01%
6,768
+1,954
177
$836K ﹤0.01%
3,500
178
$793K ﹤0.01%
1,498
179
$791K ﹤0.01%
2,760
180
$775K ﹤0.01%
4,879
+1,560
181
$765K ﹤0.01%
3,753
+997
182
$761K ﹤0.01%
17,882
+4,930
183
$758K ﹤0.01%
5,757
184
$751K ﹤0.01%
3,034
+919
185
$723K ﹤0.01%
14,225
+4,505
186
$673K ﹤0.01%
4,761
187
$673K ﹤0.01%
4,975
+1,556
188
$606K ﹤0.01%
11,608
+3,630
189
$552K ﹤0.01%
20,709
+5,700
190
$511K ﹤0.01%
431
+33
191
$440K ﹤0.01%
1,999
192
$429K ﹤0.01%
3,961
193
$265K ﹤0.01%
+982
194
$264K ﹤0.01%
+4,409
195
$209K ﹤0.01%
+3,022
196
– –
-129,864
197
– –
-10,981
198
– –
-29,386
199
– –
-233,535
200
– –
-1,262,174
5 6 7
8
9