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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.15M ﹤0.01%
3,392
177
$1.14M ﹤0.01%
4,765
178
$1.06M ﹤0.01%
13,281
+2,220
179
$958K ﹤0.01%
10,904
180
$891K ﹤0.01%
6,805
+1,045
181
$884K ﹤0.01%
3,593
-1,086
182
$882K ﹤0.01%
6,670
-682
183
$853K ﹤0.01%
2,801
184
$842K ﹤0.01%
3,843
+560
185
$838K ﹤0.01%
3,500
186
$830K ﹤0.01%
19,565
+3,115
187
$807K ﹤0.01%
5,859
188
$775K ﹤0.01%
8,030
+417
189
$768K ﹤0.01%
7,134
+2,305
190
$528K ﹤0.01%
4,016
191
$477K ﹤0.01%
1,334
+313
192
$433K ﹤0.01%
12,430
+3,675
193
$390K ﹤0.01%
5,321
+110
194
$389K ﹤0.01%
2,029
195
$359K ﹤0.01%
3,303
-540,389
196
$352K ﹤0.01%
5,304
+449
197
$303K ﹤0.01%
+1,860
198
$289K ﹤0.01%
+1,682
199
$242K ﹤0.01%
4,968
-25,144
200
$212K ﹤0.01%
+4,134
5 6 7
8
9