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
$31.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.2B
2
+$867M
3
+$270M
4
BAH icon
Booz Allen Hamilton
BAH
+$133M
5
AZN icon
AstraZeneca
AZN
+$33.1M

Top Sells

1
+$926M
2
+$502M
3
+$276M
4
UNP icon
Union Pacific
UNP
+$260M
5
RGEN icon
Repligen
RGEN
+$249M

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%
9,258
+115
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
– –
-4,640
213
– –
-80,677
214
– –
-269,595
215
– –
-61,049
216
– –
-185,273
217
– –
-750,751
218
– –
-65,788
219
– –
-170,666
220
– –
-180,791
221
– –
-8,716
222
– –
-1,257,201
223
$0 ﹤0.01%
1,359,718
-1,084
224
– –
-250,322
225
– –
-1,898,407
6 7 8
9
10