WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$839M
3
+$261M
4
BAH icon
Booz Allen Hamilton
BAH
+$136M
5
AZN icon
AstraZeneca
AZN
+$32.1M

Top Sells

1
+$797M
2
+$478M
3
+$278M
4
RGEN icon
Repligen
RGEN
+$263M
5
UNP icon
Union Pacific
UNP
+$260M

Sector Composition

1 Technology 26.1%
2 Healthcare 24.77%
3 Financials 19.43%
4 Industrials 17.62%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$837K ﹤0.01%
22,185
+6,380
202
$767K ﹤0.01%
3,392
203
$723K ﹤0.01%
3,500
204
$481K ﹤0.01%
8,229
+102
205
$290K ﹤0.01%
795
-2,541,416
206
$263K ﹤0.01%
2,885
-270,256
207
$243K ﹤0.01%
1,245
+57
208
$221K ﹤0.01%
2,746
-208
209
$126K ﹤0.01%
736
+12
210
$71.6K ﹤0.01%
+1,852
211
$18.4K ﹤0.01%
+156
212
– –
-750,751
213
– –
-65,788
214
– –
-170,666
215
– –
-180,791
216
– –
-8,716
217
– –
-250,322
218
– –
-1,898,407
219
$0 ﹤0.01%
339,894
220
– –
-4,640
221
– –
-80,677
222
– –
-269,595
223
– –
-61,049
224
– –
-185,273
225
– –
-1,257,201
6 7 8
9
10