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
$39.4B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$289M
3
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

1
+$717M
2
+$583M
3
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,747
202
– –
-20,407
203
$0 ﹤0.01%
403,162
+162,212
204
– –
-788
205
– –
-7,654
206
– –
-105,366
207
– –
-64,170
208
– –
-3,943
209
– –
-10,981
210
– –
-29,386
211
– –
-233,535
212
– –
-91,600
5 6 7 8
9