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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$576M
3
+$520M
4
CNQ icon
Canadian Natural Resources
CNQ
+$142M
5
UBS icon
UBS Group
UBS
+$141M

Top Sells

1
+$1.13B
2
+$532M
3
+$239M
4
CP icon
Canadian Pacific Kansas City
CP
+$237M
5
ICLR icon
Icon
ICLR
+$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.02M ﹤0.01%
+13,029
202
$977K ﹤0.01%
8,294
-190
203
$975K ﹤0.01%
4,343
-98
204
$966K ﹤0.01%
3,500
205
$934K ﹤0.01%
+2,102
206
$925K ﹤0.01%
111,670
-2,468
207
$881K ﹤0.01%
+1,495
208
$871K ﹤0.01%
+11,504
209
$861K ﹤0.01%
21,348
-454
210
$853K ﹤0.01%
+8,812
211
$818K ﹤0.01%
30,513
-692
212
$782K ﹤0.01%
+18,100
213
$747K ﹤0.01%
+8,368
214
$714K ﹤0.01%
4,097
-10
215
$689K ﹤0.01%
3,425
-74
216
$600K ﹤0.01%
+6,137
217
$580K ﹤0.01%
+9,162
218
$543K ﹤0.01%
+5,420
219
$499K ﹤0.01%
+2,984
220
$465K ﹤0.01%
+4,791
221
$336K ﹤0.01%
+1,166
222
$300K ﹤0.01%
+2,066
223
$293K ﹤0.01%
1,282
+9
224
$283K ﹤0.01%
+1,659
225
$272K ﹤0.01%
+1,054
7 8
9
10 11