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
$2.79B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.8M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$9.83M
5
TSM icon
TSMC
TSM
+$9.23M

Top Sells

1
+$116M
2
+$68M
3
+$48.7M
4
MMM icon
3M
MMM
+$10.9M
5
CAB
Cabela's Inc
CAB
+$10.8M

Sector Composition

1 Healthcare 14.95%
2 Technology 14.94%
3 Financials 14.09%
4 Industrials 12.82%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$167M 5.96%
8,319,959
+460,860
2
$140M 5.02%
6,139,516
-5,091,514
3
$129M 4.62%
1,302,343
+50,134
4
$120M 4.29%
774,895
+33,460
5
$117M 4.18%
3,884,660
+39,725
6
$115M 4.13%
2,053,660
+10,292
7
$113M 4.05%
1,537,152
+71,734
8
$110M 3.93%
2,300,431
+63,524
9
$106M 3.81%
536,161
+16,344
10
$104M 3.71%
1,111,008
+8,562
11
$103M 3.67%
2,407,244
+97,748
12
$91.2M 3.26%
1,935,737
-130,089
13
$79.3M 2.84%
1,556,333
-1,413
14
$23M 0.82%
1,368,940
+8,160
15
$23M 0.82%
595,778
-19,980
16
$22.9M 0.82%
1,349,824
-52,272
17
$21.4M 0.77%
1,181,745
-41,034
18
$18.6M 0.67%
283,818
-9,295
19
$18.4M 0.66%
504,685
-17,221
20
$18.3M 0.66%
288,394
-8,856
21
$17.2M 0.62%
328,278
-13,303
22
$16.7M 0.6%
973,811
-29,684
23
$16.2M 0.58%
585,266
+4,056
24
$16M 0.57%
1,006,053
-27,703
25
$15.9M 0.57%
784,680
-38,445
1
2 3 4 5