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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.21M 0.01%
468,163
+8,671
177
$3.1M 0.01%
10,061
+3,586
178
$3.04M 0.01%
6,593
-1,797
179
$3.04M 0.01%
88,422
+7,040
180
$2.98M 0.01%
44,808
+69
181
$2.94M 0.01%
37,101
+48
182
$2.93M 0.01%
62,795
-9,320
183
$2.91M 0.01%
9,474
-1
184
$2.87M 0.01%
39,108
+53
185
$2.72M 0.01%
6,136
-1,080
186
$2.65M 0.01%
67,366
+143
187
$2.61M 0.01%
22,716
+1,627
188
$2.49M 0.01%
+26,445
189
$2.47M 0.01%
55,524
-224,825
190
$2.31M 0.01%
18,909
-338
191
$2.26M 0.01%
7,566
+1,672
192
$2.16M 0.01%
64,612
-22,612
193
$2.02M ﹤0.01%
22,556
-24
194
$1.92M ﹤0.01%
6,258
+11
195
$1.92M ﹤0.01%
40,000
196
$1.8M ﹤0.01%
5,944
-2,990,141
197
$1.75M ﹤0.01%
139,838
+151
198
$1.61M ﹤0.01%
7,778
+1,844
199
$1.57M ﹤0.01%
10,028
+2,277
200
$1.35M ﹤0.01%
2,732
-104
6 7
8
9 10