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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.05M ﹤0.01%
36,296
+15,587
177
$1.02M ﹤0.01%
5,937
+220
178
$1.02M ﹤0.01%
6,628
+2,875
179
$967K ﹤0.01%
7,556
+51
180
$948K ﹤0.01%
2,837
+115
181
$923K ﹤0.01%
4,643
+32
182
$881K ﹤0.01%
5,079
+200
183
$880K ﹤0.01%
7,023
+255
184
$875K ﹤0.01%
3,500
185
$858K ﹤0.01%
10,818
+756
186
$847K ﹤0.01%
2,983
-51
187
$840K ﹤0.01%
9,911
+300
188
$748K ﹤0.01%
5,806
+49
189
$736K ﹤0.01%
2,780
+20
190
$721K ﹤0.01%
14,785
+560
191
$719K ﹤0.01%
10,317
+105
192
$709K ﹤0.01%
5,165
+190
193
$698K ﹤0.01%
18,332
+450
194
$574K ﹤0.01%
4,793
+32
195
$561K ﹤0.01%
11,968
+360
196
$520K ﹤0.01%
435
+4
197
$417K ﹤0.01%
2,014
+15
198
$377K ﹤0.01%
4,636
+1,614
199
$369K ﹤0.01%
+10,263
200
$365K ﹤0.01%
3,987
+26
5 6 7
8
9