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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K ﹤0.01%
4,493
+84
202
$270K ﹤0.01%
+777
203
$234K ﹤0.01%
882
-100
204
$225K ﹤0.01%
+1,236
205
– –
-11,732
206
– –
-72,462
207
– –
-121,564
208
– –
-402,158
209
– –
-181,992
210
– –
-22,566
211
– –
-1,065,191
212
– –
-118,328
213
– –
-1,498
214
– –
-409,696
5 6 7 8
9