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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$850M
2 +$642M
3 +$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1 +$612M
2 +$149M
3 +$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-117,371