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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$466M
3
+$282M
4
CTVA icon
Corteva
CTVA
+$264M
5
TRI icon
Thomson Reuters
TRI
+$203M

Top Sells

1
+$534M
2
+$502M
3
+$413M
4
GGG icon
Graco
GGG
+$397M
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%
+9,143
208
$212K ﹤0.01%
+1,188
209
$206K ﹤0.01%
2,954
-2,381
210
$111K ﹤0.01%
724
-67,638
211
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212
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213
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214
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215
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216
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217
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218
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219
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220
$0 ﹤0.01%
1,360,802
221
– –
-28,658
222
$0 ﹤0.01%
1,898,407
223
$0 ﹤0.01%
339,894
224
– –
-167,574
5 6 7 8
9