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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$184M
3
+$138M
4
NU icon
Nu Holdings
NU
+$114M
5
DAVA icon
Endava
DAVA
+$39.5M

Top Sells

1
+$2.2B
2
+$1.08B
3
+$285M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$24.5M

Sector Composition

1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$283K ﹤0.01%
4,855
+362
202
$223K ﹤0.01%
+2,132
203
$214K ﹤0.01%
1,043
-193
204
$204K ﹤0.01%
697
-185
205
$204K ﹤0.01%
+1,296
206
– –
-48,199
207
– –
-161,176
208
– –
-104,380
209
– –
-18,332
210
– –
-172,778
211
– –
-1,210,418
212
– –
-54,719
213
– –
-115,636
214
– –
-26,997
215
– –
-230,195
216
– –
-754,923
217
– –
-264,931
218
– –
-256,014
219
– –
-135,726
220
– –
-137,421
5 6 7 8
9