WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.26M 0.01%
50,646
+5,737
177
$3.19M 0.01%
+60,000
178
$3.13M 0.01%
11,214
+1,245
179
$3.11M 0.01%
+11,474
180
$3.09M 0.01%
33,043
-3,110
181
$3.01M 0.01%
7,526
+1,117
182
$2.89M 0.01%
41,264
-3,737
183
$2.87M 0.01%
70,771
184
$2.87M 0.01%
21,278
+2,841
185
$2.86M 0.01%
30,798
-13,778
186
$2.85M 0.01%
4,917
+214
187
$2.84M 0.01%
9,565
-925
188
$2.83M 0.01%
33,450
-3,179
189
$2.79M 0.01%
+17,363
190
$2.76M 0.01%
82,016
+24,673
191
$2.71M 0.01%
13,276
-1,178
192
$2.69M 0.01%
10,355
+339
193
$2.5M 0.01%
50,682
+1,696
194
$2.33M ﹤0.01%
4,400
-1,625
195
$2.32M ﹤0.01%
4,462
+1,580
196
$2.26M ﹤0.01%
54,510
197
$2.21M ﹤0.01%
22,340
-2,025
198
$2.2M ﹤0.01%
15,500
-138,486
199
$2.17M ﹤0.01%
6,974
-594
200
$2.1M ﹤0.01%
10,908
+9,040
6 7
8
9 10