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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.34M ﹤0.01%
339,894
+3,900
177
$1.21M ﹤0.01%
30,589
-7,548
178
$1.09M ﹤0.01%
18,734
+71
179
$1.08M ﹤0.01%
7,111
+441
180
$1.07M ﹤0.01%
60,000
181
$1.04M ﹤0.01%
9,203
+2,398
182
$1.02M ﹤0.01%
5,174
+1,331
183
$1.01M ﹤0.01%
14,370
+49
184
$1.01M ﹤0.01%
26,433
+6,868
185
$969K ﹤0.01%
10,941
+37
186
$865K ﹤0.01%
3,607
+14
187
$845K ﹤0.01%
4,783
+18
188
$798K ﹤0.01%
8,533
+503
189
$766K ﹤0.01%
7,156
+22
190
$722K ﹤0.01%
5,881
+22
191
$669K ﹤0.01%
2,810
+9
192
$615K ﹤0.01%
3,392
193
$584K ﹤0.01%
21,005
+8,575
194
$512K ﹤0.01%
3,500
195
$436K ﹤0.01%
4,028
+12
196
$369K ﹤0.01%
2,036
+7
197
$351K ﹤0.01%
9,719
-339,147
198
$344K ﹤0.01%
1,067
-267
199
$331K ﹤0.01%
5,335
+14
200
$309K ﹤0.01%
4,607
-697
5 6 7
8
9