WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+9.59%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$3.02B
Cap. Flow %
-7.1%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

1
GDDY icon
GoDaddy
GDDY
$669M
2
SE icon
Sea Limited
SE
$512M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
$436M
4
SAP icon
SAP
SAP
$290M
5
ILMN icon
Illumina
ILMN
$116M

Top Sells

1
APP icon
Applovin
APP
$1.31B
2
FND icon
Floor & Decor
FND
$537M
3
AON icon
Aon
AON
$515M
4
EPAM icon
EPAM Systems
EPAM
$447M
5
TMO icon
Thermo Fisher Scientific
TMO
$439M

Sector Composition

1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CSCO icon
176
Cisco
CSCO
$264B
$5.21M 0.01%
88,025
+53,183
+153% +$3.15M
CME icon
177
CME Group
CME
$94.4B
$5.18M 0.01%
22,374
+15,458
+224% +$3.58M
TXN icon
178
Texas Instruments
TXN
$171B
$5.1M 0.01%
27,147
+16,311
+151% +$3.07M
VZ icon
179
Verizon
VZ
$187B
$4.95M 0.01%
125,099
+74,974
+150% +$2.97M
EME icon
180
Emcor
EME
$28B
$4.94M 0.01%
10,809
-4,162
-28% -$1.9M
JLL icon
181
Jones Lang LaSalle
JLL
$14.8B
$4.92M 0.01%
19,491
-1,124
-5% -$283K
UPS icon
182
United Parcel Service
UPS
$72.1B
$4.72M 0.01%
37,632
+26,534
+239% +$3.33M
UL icon
183
Unilever
UL
$158B
$4.62M 0.01%
81,313
+50,793
+166% +$2.88M
RHI icon
184
Robert Half
RHI
$3.77B
$4.47M 0.01%
63,614
+44,879
+240% +$3.16M
HD icon
185
Home Depot
HD
$417B
$4.34M 0.01%
11,152
+6,670
+149% +$2.6M
TROW icon
186
T Rowe Price
TROW
$23.8B
$4.33M 0.01%
37,995
+23,023
+154% +$2.62M
PG icon
187
Procter & Gamble
PG
$375B
$4.29M 0.01%
25,669
+15,351
+149% +$2.56M
GD icon
188
General Dynamics
GD
$86.8B
$4.26M 0.01%
16,188
+9,798
+153% +$2.58M
CMCSA icon
189
Comcast
CMCSA
$125B
$4.2M 0.01%
112,429
+66,989
+147% +$2.5M
BKH icon
190
Black Hills Corp
BKH
$4.35B
$4.13M 0.01%
70,783
+47,244
+201% +$2.76M
EWBC icon
191
East-West Bancorp
EWBC
$14.8B
$4.12M 0.01%
42,821
-7,422
-15% -$715K
JNJ icon
192
Johnson & Johnson
JNJ
$430B
$4.1M 0.01%
28,628
+16,462
+135% +$2.36M
XOM icon
193
Exxon Mobil
XOM
$466B
$4.07M 0.01%
38,527
+9,087
+31% +$961K
KO icon
194
Coca-Cola
KO
$292B
$3.98M 0.01%
64,128
+38,017
+146% +$2.36M
O icon
195
Realty Income
O
$54.2B
$3.95M 0.01%
74,973
+54,612
+268% +$2.88M
CVX icon
196
Chevron
CVX
$310B
$3.88M 0.01%
27,133
+16,124
+146% +$2.31M
APG icon
197
APi Group
APG
$14.5B
$3.84M 0.01%
160,088
-1,354,870
-89% -$32.5M
MDT icon
198
Medtronic
MDT
$119B
$3.82M 0.01%
47,940
+28,473
+146% +$2.27M
BHVN icon
199
Biohaven
BHVN
$1.68B
$3.82M 0.01%
+106,665
New +$3.82M
IMVT icon
200
Immunovant
IMVT
$2.99B
$3.81M 0.01%
159,525
-14,459
-8% -$345K
6 7
8
9 10