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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$249M
3
+$158M
4
CP icon
Canadian Pacific Kansas City
CP
+$146M
5
AMZN icon
Amazon
AMZN
+$144M

Top Sells

1
+$607M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$147M
5
TRI icon
Thomson Reuters
TRI
+$145M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.18M ﹤0.01%
+59,144
202
$1.09M ﹤0.01%
5,674
-12
203
$1M ﹤0.01%
5,643
+53
204
$939K ﹤0.01%
28,769
+120
205
$937K ﹤0.01%
4,514
-7
206
$895K ﹤0.01%
39,887
-30
207
$810K ﹤0.01%
+6,050
208
$792K ﹤0.01%
3,500
209
$759K ﹤0.01%
+11,795
210
$617K ﹤0.01%
3,392
211
$233K ﹤0.01%
3,217
-67,657
212
$232K ﹤0.01%
1,263
+18
213
$221K ﹤0.01%
2,759
+13
214
$131K ﹤0.01%
736
215
$80.7K ﹤0.01%
+573
216
$67.7K ﹤0.01%
1,645
-207
217
$9.4K ﹤0.01%
98
-2,787
218
– –
-663,733
219
– –
-255,120
220
– –
-1,305,490
221
– –
-156
222
– –
-387,567
223
– –
-795
224
– –
-777,078
225
– –
-2,306,055
6 7 8
9
10