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
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.03M ﹤0.01%
39,566
+34,825
202
$1.94M ﹤0.01%
21,787
+1,801
203
$1.83M ﹤0.01%
52,221
+2,163
204
$1.61M ﹤0.01%
+30,513
205
$1.51M ﹤0.01%
32,040
-352,895
206
$1.3M ﹤0.01%
13,982
+6,091
207
$1.29M ﹤0.01%
34,823
+1,482
208
$1.22M ﹤0.01%
5,002
-6
209
$1.09M ﹤0.01%
6,686
+221
210
$1.06M ﹤0.01%
300,277
+2,370
211
$844K ﹤0.01%
8,377
212
$651K ﹤0.01%
49,762
+3,576
213
$624K ﹤0.01%
3,925
+137
214
$521K ﹤0.01%
274
+10
215
$520K ﹤0.01%
9,625
+320
216
$488K ﹤0.01%
3,005
+104
217
$385K ﹤0.01%
2,375
+563
218
$378K ﹤0.01%
1,133
+40
219
$299K ﹤0.01%
661
+24
220
$250K ﹤0.01%
5,032
+175
221
$249K ﹤0.01%
+3,622
222
$249K ﹤0.01%
881
-218
223
$243K ﹤0.01%
3,186
-518,000
224
$241K ﹤0.01%
1,988
-106
225
$225K ﹤0.01%
+923
7 8
9
10 11