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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$781M
2
+$536M
3
+$436M
4
AMZN icon
Amazon
AMZN
+$364M
5
EPAM icon
EPAM Systems
EPAM
+$339M

Top Sells

1
+$770M
2
+$391M
3
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-206,994
202
– –
-1,096,958
203
$0 ﹤0.01%
1,360,802
204
– –
-563,505
205
– –
-834,508
206
– –
-444,829
207
$0 ﹤0.01%
1,898,407
208
$0 ﹤0.01%
339,894
209
– –
-277,753
5 6 7 8
9