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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.5M
3
+$20.2M
4
AZN icon
AstraZeneca
AZN
+$20.1M
5
SAP icon
SAP
SAP
+$17M

Top Sells

1
+$462M
2
+$436M
3
+$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 Change
in Stake 		Capital Flow
201
$3.3M 0.01%
14,230
-488
202
$3.28M 0.01%
65,422
+17,387
203
$3.26M 0.01%
35,364
-1,187
204
$3.21M 0.01%
213,157
+77,403
205
$3.21M 0.01%
6,398
+207
206
$3.18M 0.01%
125,964
+10,051
207
$3.07M 0.01%
44,675
+1,968
208
$3.06M 0.01%
72,809
-291
209
$3.04M 0.01%
36,473
+1,293
210
$2.97M 0.01%
36,422
+1,353
211
$2.95M 0.01%
38,794
+1,411
212
$2.94M 0.01%
9,901
+2,502
213
$2.88M 0.01%
44,877
-859
214
$2.86M 0.01%
155,937
-3,588
215
$2.85M 0.01%
23,395
-838
216
$2.83M 0.01%
7,909
-3,243
217
$2.64M 0.01%
9,409
+353
218
$2.55M 0.01%
24,195
-2,680,181
219
$2.46M 0.01%
35,200
-231
220
$2.43M 0.01%
+23,046
221
$2.24M 0.01%
14,496
+720
222
$2.18M 0.01%
23,811
+169
223
$2.15M 0.01%
54,510
224
$2.12M 0.01%
33,482
-328
225
$2.1M 0.01%
14,048
-644
7 8
9
10 11