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
$34.1B
AUM Growth
+$586M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$833M
2
+$541M
3
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

1
+$769M
2
+$168M
3
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$651K ﹤0.01%
31,205
-8,682
202
$596K ﹤0.01%
3,499
-1,015
203
$454K ﹤0.01%
3,392
204
$257K ﹤0.01%
1,273
+10
205
$222K ﹤0.01%
+666
206
$90.2K ﹤0.01%
554
-182
207
$55.6K ﹤0.01%
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-216
208
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209
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210
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211
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212
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213
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1,359,718
222
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223
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