WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Return 46.92%
This Quarter Return
+1.8%
1 Year Return
+46.92%
3 Year Return
+145.55%
5 Year Return
+234.7%
10 Year Return
+793.48%
AUM
$38.9B
AUM Growth
-$3.62B
Cap. Flow
-$3.06B
Cap. Flow %
-7.86%
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26

Top Buys

1
PDD icon
Pinduoduo
PDD
$48M
2
TPR icon
Tapestry
TPR
$37.5M
3
HQY icon
HealthEquity
HQY
$20.2M
4
AZN icon
AstraZeneca
AZN
$20.1M
5
SAP icon
SAP
SAP
$17M

Top Sells

1
GE icon
GE Aerospace
GE
$462M
2
GEV icon
GE Vernova
GEV
$436M
3
CP icon
Canadian Pacific Kansas City
CP
$392M
4
ENTG icon
Entegris
ENTG
$367M
5
BAH icon
Booz Allen Hamilton
BAH
$282M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
UNP icon
201
Union Pacific
UNP
$131B
$3.3M 0.01%
14,230
-488
-3% -$113K
RELX icon
202
RELX
RELX
$85.9B
$3.28M 0.01%
65,422
+17,387
+36% +$872K
KOF icon
203
Coca-Cola Femsa
KOF
$17.5B
$3.26M 0.01%
35,364
-1,187
-3% -$110K
TEVA icon
204
Teva Pharmaceuticals
TEVA
$21.7B
$3.21M 0.01%
213,157
+77,403
+57% +$1.17M
WSO icon
205
Watsco
WSO
$16.6B
$3.21M 0.01%
6,398
+207
+3% +$104K
PFE icon
206
Pfizer
PFE
$141B
$3.18M 0.01%
125,964
+10,051
+9% +$253K
MAS icon
207
Masco
MAS
$15.9B
$3.07M 0.01%
44,675
+1,968
+5% +$135K
CUBE icon
208
CubeSmart
CUBE
$9.52B
$3.06M 0.01%
72,809
-291
-0.4% -$12.2K
GGG icon
209
Graco
GGG
$14.2B
$3.04M 0.01%
36,473
+1,293
+4% +$108K
MKSI icon
210
MKS Inc. Common Stock
MKSI
$7.02B
$2.97M 0.01%
36,422
+1,353
+4% +$110K
KMX icon
211
CarMax
KMX
$9.11B
$2.95M 0.01%
38,794
+1,411
+4% +$107K
CB icon
212
Chubb
CB
$111B
$2.94M 0.01%
9,901
+2,502
+34% +$742K
TTE icon
213
TotalEnergies
TTE
$133B
$2.88M 0.01%
44,877
-859
-2% -$55.1K
IMVT icon
214
Immunovant
IMVT
$2.99B
$2.86M 0.01%
155,937
-3,588
-2% -$65.9K
PSX icon
215
Phillips 66
PSX
$53.2B
$2.85M 0.01%
23,395
-838
-3% -$102K
HD icon
216
Home Depot
HD
$417B
$2.83M 0.01%
7,909
-3,243
-29% -$1.16M
ZBRA icon
217
Zebra Technologies
ZBRA
$16B
$2.64M 0.01%
9,409
+353
+4% +$99.1K
BAH icon
218
Booz Allen Hamilton
BAH
$12.6B
$2.55M 0.01%
24,195
-2,680,181
-99% -$282M
LYB icon
219
LyondellBasell Industries
LYB
$17.7B
$2.46M 0.01%
35,200
-231
-0.7% -$16.1K
DEO icon
220
Diageo
DEO
$61.3B
$2.43M 0.01%
+23,046
New +$2.43M
PTC icon
221
PTC
PTC
$25.6B
$2.24M 0.01%
14,496
+720
+5% +$111K
ESTC icon
222
Elastic
ESTC
$9.21B
$2.18M 0.01%
23,811
+169
+0.7% +$15.5K
REXR icon
223
Rexford Industrial Realty
REXR
$10.2B
$2.15M 0.01%
54,510
– –
NKE icon
224
Nike
NKE
$109B
$2.12M 0.01%
33,482
-328
-1% -$20.8K
PEP icon
225
PepsiCo
PEP
$200B
$2.1M 0.01%
14,048
-644
-4% -$96.1K
7 8
9
10 11