WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$416M
3
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

1
+$503M
2
+$494M
3
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN icon
Waste Connections
WCN
+$298M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.76M 0.01%
44,940
+132
177
$3.69M 0.01%
20,278
+28
178
$3.5M 0.01%
9,501
+27
179
$3.41M 0.01%
29,440
+6,724
180
$3.31M 0.01%
29,380
-33,415
181
$3.3M 0.01%
412,300
-55,863
182
$3.27M 0.01%
6,597
+4
183
$3.26M 0.01%
37,148
+47
184
$3.08M 0.01%
27,933
+33
185
$3.03M 0.01%
39,235
+127
186
$2.86M 0.01%
18,932
+23
187
$2.75M 0.01%
54,510
-1,014
188
$2.48M 0.01%
37,884
+28,964
189
$2.45M 0.01%
76,232
-25,746
190
$2.38M 0.01%
6,011
-1,555
191
$2.37M 0.01%
65,372
-23,050
192
$2.35M 0.01%
7,281
+5,440
193
$2.34M 0.01%
6,280
+22
194
$2.27M 0.01%
10,836
+8,507
195
$2.25M 0.01%
50,125
+38,434
196
$2.23M 0.01%
20,079
+15,514
197
$2.21M 0.01%
4,485
-1,651
198
$2.16M ﹤0.01%
10,258
+7,842
199
$2.1M ﹤0.01%
3,632
+900
200
$2.09M ﹤0.01%
3,585
+2,726
6 7
8
9 10