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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.3M ﹤0.01%
8,237
+1,958
202
$1.3M ﹤0.01%
24,250
+5,740
203
$1.26M ﹤0.01%
45,435
+16,147
204
$1.26M ﹤0.01%
12,523
+180
205
$1.24M ﹤0.01%
17,232
+4,012
206
$1.21M ﹤0.01%
5,258
+1,250
207
$1.19M ﹤0.01%
25,768
+373
208
$1.17M ﹤0.01%
2,005
+475
209
$1.15M ﹤0.01%
8,154
+178
210
$1.1M ﹤0.01%
3,302
-1,739
211
$1.1M ﹤0.01%
4,191
+30
212
$1.06M ﹤0.01%
2,754
+609
213
$994K ﹤0.01%
21,137
+70
214
$980K ﹤0.01%
116,235
+2,248
215
$902K ﹤0.01%
53,495
-29,575
216
$845K ﹤0.01%
5,007
+1,674
217
$795K ﹤0.01%
7,902
+7,897
218
$782K ﹤0.01%
3,500
219
$758K ﹤0.01%
7,888
-4
220
$690K ﹤0.01%
12,080
+2,722
221
$673K ﹤0.01%
+44,382
222
$667K ﹤0.01%
14,986
+2,287
223
$659K ﹤0.01%
7,574
-240
224
$640K ﹤0.01%
4,117
+22
225
$578K ﹤0.01%
1,841
+611
7 8
9
10 11