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
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$781M
2
+$536M
3
+$436M
4
AMZN icon
Amazon
AMZN
+$364M
5
EPAM icon
EPAM Systems
EPAM
+$339M

Top Sells

1
+$770M
2
+$391M
3
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$770K ﹤0.01%
7,289
+133
177
$764K ﹤0.01%
6,009
+128
178
$733K ﹤0.01%
2,862
+52
179
$720K ﹤0.01%
7,248
-26,813
180
$714K ﹤0.01%
26,433
181
$705K ﹤0.01%
4,740
-43
182
$640K ﹤0.01%
3,392
183
$572K ﹤0.01%
8,785
+252
184
$547K ﹤0.01%
3,500
185
$455K ﹤0.01%
19,755
-1,250
186
$343K ﹤0.01%
5,335
187
$316K ﹤0.01%
1,103
+36
188
$274K ﹤0.01%
1,890
189
$270K ﹤0.01%
2,205
+156
190
– –
-154,322
191
– –
-3,989,632
192
– –
-135,078
193
– –
-4,028
194
– –
-9,719
195
– –
-2,036
196
– –
-594,187
197
– –
-3,085,618
198
– –
-1,299,234
199
– –
-223,650
200
– –
-1,825,858
5 6 7
8
9