WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 46.92%
This Quarter Est. Return
1 Year Est. Return
+46.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.3M
3
+$42.4M
4
CNI icon
Canadian National Railway
CNI
+$39.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$31.3M

Top Sells

1
+$26M
2
+$2.7M
3
+$2.63M
4
TITN icon
Titan Machinery
TITN
+$2.54M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.28M

Sector Composition

1 Financials 15.04%
2 Technology 13.62%
3 Industrials 13.35%
4 Healthcare 10.55%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 4.94%
7,859,099
+2,565,777
2
$130M 4.67%
1,252,209
+418,671
3
$121M 4.37%
741,435
+259,357
4
$117M 4.2%
2,043,368
+693,476
5
$116M 4.2%
3,844,935
+1,032,835
6
$103M 3.72%
1,102,446
+310,417
7
$99.8M 3.6%
1,465,418
+395,535
8
$99.3M 3.58%
519,817
+74,770
9
$98.7M 3.56%
2,236,907
+607,023
10
$93.6M 3.38%
2,065,826
+494,296
11
$89.5M 3.23%
2,309,496
+764,941
12
$85.3M 3.07%
1,557,746
+562,125
13
$73M 2.63%
3,499,968
+945,659
14
$57.9M 2.09%
537,307
+176,030
15
$41.5M 1.5%
11,231,030
+8,182,610
16
$27.1M 0.98%
1,360,780
+1,119,360
17
$26.8M 0.96%
1,402,096
-137,812
18
$26.1M 0.94%
615,758
-63,641
19
$23.2M 0.84%
795,499
-78,120
20
$21.6M 0.78%
1,222,779
-121,537
21
$20.9M 0.75%
297,250
-27,893
22
$20.8M 0.75%
293,113
+100,330
23
$19.2M 0.69%
390,860
-38,984
24
$18.3M 0.66%
521,906
-50,497
25
$17.6M 0.64%
1,033,756
-73,410
1
2 3 4 5