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

Top Buys

1
+$1.45B
2
+$309M
3
+$148M
4
TMO icon
Thermo Fisher Scientific
TMO
+$143M
5
SHW icon
Sherwin-Williams
SHW
+$143M

Top Sells

1
+$735M
2
+$610M
3
+$542M
4
HDB icon
HDFC Bank
HDB
+$498M
5
SNN icon
Smith & Nephew
SNN
+$318M

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
– –
-2,440,013
202
– –
-23,440
203
– –
-1,373,979
204
– –
-6,747
205
– –
-20,407
206
$0 ﹤0.01%
403,162
+162,212
207
– –
-788
208
– –
-7,654
209
– –
-105,366
210
– –
-64,170
211
– –
-3,943
212
– –
-91,600
5 6 7 8
9