WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$577M
3
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

1
+$515M
2
+$512M
3
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$779K ﹤0.01%
6,811
-300
202
$775K ﹤0.01%
+27,025
203
$769K ﹤0.01%
18,403
-16,108
204
$667K ﹤0.01%
3,392
205
$586K ﹤0.01%
3,500
206
$473K ﹤0.01%
15,805
-3,950
207
$460K ﹤0.01%
+8,127
208
$212K ﹤0.01%
+1,188
209
$206K ﹤0.01%
2,954
-2,381
210
$111K ﹤0.01%
724
-67,638
211
– –
-167,574
212
– –
-70,239
213
– –
-3,071
214
– –
-1,890
215
– –
-591,283
216
– –
-7,248
217
– –
-65,700
218
– –
-26,433
219
– –
-177,267
220
– –
-1,236,059
221
$0 ﹤0.01%
1,360,802
222
– –
-28,658
223
$0 ﹤0.01%
1,898,407
224
$0 ﹤0.01%
339,894
5 6 7 8
9