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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$466M
3
+$282M
4
CTVA icon
Corteva
CTVA
+$264M
5
TRI icon
Thomson Reuters
TRI
+$203M

Top Sells

1
+$534M
2
+$502M
3
+$413M
4
GGG icon
Graco
GGG
+$397M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.97M 0.01%
+25,282
177
$2.93M 0.01%
39,352
+12,878
178
$2.8M 0.01%
367,791
-4,641
179
$2.76M 0.01%
+25,675
180
$2.68M 0.01%
78,422
-183,120
181
$2.5M 0.01%
41,046
+32,261
182
$2.45M 0.01%
7,033
+5,930
183
$2.35M 0.01%
35,640
-877
184
$2.31M 0.01%
+78,257
185
$2.07M 0.01%
51,523
-42
186
$1.95M 0.01%
8,830
-463
187
$1.88M 0.01%
123,360
-7,625
188
$1.87M 0.01%
185,273
-2,366
189
$1.85M 0.01%
13,603
+11,398
190
$1.77M 0.01%
60,000
191
$1.7M 0.01%
31,875
-1,543
192
$1.69M 0.01%
60,843
-3,519
193
$1.68M 0.01%
9,970
-550
194
$1.47M ﹤0.01%
40,078
195
$1.44M ﹤0.01%
16,672
-955
196
$1.28M ﹤0.01%
46,280
-1,774
197
$1.06M ﹤0.01%
50,379
-44,424
198
$1M ﹤0.01%
+4,640
199
$1M ﹤0.01%
8,716
-487
200
$954K ﹤0.01%
4,959
-215
5 6 7
8
9