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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.87M 0.01%
90,752
+11,149
177
$2.81M 0.01%
24,881
+1,351
178
$2.64M 0.01%
60,000
179
$2.64M 0.01%
59,782
+4,026
180
$2.62M 0.01%
15,203
+991
181
$2.51M 0.01%
30,482
-714,958
182
$2.32M 0.01%
15,695
+1,855
183
$2.22M 0.01%
25,402
-493
184
$2.19M 0.01%
41,316
+2,764
185
$2.11M 0.01%
48,242
186
$2.06M 0.01%
113,980
+360
187
$2.04M 0.01%
+17,662
188
$2M 0.01%
40,366
+185
189
$1.96M 0.01%
61,988
+9,250
190
$1.81M 0.01%
17,125
+6,236
191
$1.77M 0.01%
9,240
+25
192
$1.75M 0.01%
40,078
193
$1.72M 0.01%
61,030
+19,000
194
$1.57M ﹤0.01%
20,171
+2,505
195
$1.5M ﹤0.01%
10,987
+12
196
$1.44M ﹤0.01%
27,710
-207,251
197
$1.42M ﹤0.01%
14,024
-11,450
198
$1.21M ﹤0.01%
27,490
+5,305
199
$1.2M ﹤0.01%
+145,898
200
$1.2M ﹤0.01%
35,842
+272
6 7
8
9 10