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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$135M
3
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

1
+$1.17B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-44,654
202
$0 ﹤0.01%
+240,950
203
– –
-76,790
204
– –
-19,663
205
– –
-27,566
206
– –
-1,272,126
207
– –
-285,553
208
– –
-74,059
209
– –
-450,741
210
– –
-518,562
5 6 7 8
9